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Disclosery

Evanson Asset Management, LLC: VFH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evanson Asset Management, LLC on VFH, newest first. How the timeline and the estimate are built.

Evanson Asset Management, LLC held 13,270 VFH shares at 2026-03-31 per its 13F-HR filed 2026-04-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 13,270 shares
    Change vs previous 13F -517 shares

    0.09% of the 13F portfolio, value $1,603,150.

    13F-HR 0001626379-26-000002 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 13,787 shares
    Change vs previous 13F +142 shares

    0.1% of the 13F portfolio, value $1,840,390.

    13F-HR 0001626379-26-000001 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 13,645 shares
    Change vs previous 13F +28 shares

    0.1% of the 13F portfolio, value $1,790,744.

    13F-HR 0001085146-25-005927 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 13,617 shares
    Change vs previous 13F -57 shares

    0.11% of the 13F portfolio, value $1,733,382.

    13F-HR 0001085146-25-003862 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 13,674 shares
    Change vs previous 13F +127 shares

    0.12% of the 13F portfolio, value $1,633,654.

    13F-HR 0001085146-25-002223 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 13,547 shares
    Change vs previous 13F +153 shares

    0.11% of the 13F portfolio, value $1,599,449.

    13F-HR 0001085146-25-000238 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 13,394 shares
    Change vs previous 13F +40 shares

    0.1% of the 13F portfolio, value $1,472,082.

    13F-HR 0001085146-24-004669 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 13,354 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,333,771.

    13F-HR 0001085146-24-002926 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).