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Disclosery

Evanson Asset Management, LLC: VUSB position timeline

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

Evanson Asset Management, LLC held 118,370 VUSB 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 118,370 shares
    Change vs previous 13F +38,774 shares

    0.32% of the 13F portfolio, value $5,893,045.

    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 79,596 shares
    Change vs previous 13F +60,654 shares

    0.21% of the 13F portfolio, value $3,967,066.

    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 18,942 shares
    Change vs previous 13F +5,502 shares

    0.05% of the 13F portfolio, value $946,996.

    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 13,440 shares
    Change vs previous 13F -6,387 shares

    0.04% of the 13F portfolio, value $670,197.

    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 19,827 shares
    Change vs previous 13F +2,527 shares

    0.07% of the 13F portfolio, value $988,475.

    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 17,300 shares
    Change vs previous 13F -600 shares

    0.06% of the 13F portfolio, value $858,426.

    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 17,900 shares
    Change vs previous 13F +10,900 shares

    0.06% of the 13F portfolio, value $893,926.

    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 7,000 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $346,640.

    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).