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Disclosery

Evanson Asset Management, LLC: VTIP position timeline

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

Evanson Asset Management, LLC held 21,594 VTIP 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 21,594 shares
    Change vs previous 13F -10,083 shares

    0.06% of the 13F portfolio, value $1,078,629.

    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 31,677 shares
    Change vs previous 13F +10,347 shares

    0.08% of the 13F portfolio, value $1,566,750.

    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 21,330 shares
    Change vs previous 13F +158 shares

    0.06% of the 13F portfolio, value $1,079,955.

    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 21,172 shares
    Change vs previous 13F +3,593 shares

    0.07% of the 13F portfolio, value $1,064,305.

    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 17,579 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $877,202.

    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 17,579 shares
    Change vs previous 13F +7,479 shares

    0.06% of the 13F portfolio, value $851,185.

    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 10,100 shares
    Change vs previous 13F +37 shares

    0.04% of the 13F portfolio, value $498,008.

    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 10,063 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $488,453.

    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).