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Disclosery

Evanson Asset Management, LLC: VOO position timeline

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

Evanson Asset Management, LLC held 53,949 VOO 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 53,949 shares
    Change vs previous 13F +5,721 shares

    1.73% of the 13F portfolio, value $32,237,365.

    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 48,228 shares
    Change vs previous 13F +4,200 shares

    1.63% of the 13F portfolio, value $30,245,527.

    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 44,028 shares
    Change vs previous 13F +5,060 shares

    1.52% of the 13F portfolio, value $26,961,583.

    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 38,968 shares
    Change vs previous 13F -1,907 shares

    1.38% of the 13F portfolio, value $22,135,100.

    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 40,875 shares
    Change vs previous 13F -3,518 shares

    1.49% of the 13F portfolio, value $21,006,256.

    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 44,393 shares
    Change vs previous 13F +9,266 shares

    1.64% of the 13F portfolio, value $23,919,497.

    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 35,127 shares
    Change vs previous 13F +2,785 shares

    1.31% of the 13F portfolio, value $18,535,282.

    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 32,342 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $16,175,405.

    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).