Skip to content
Disclosery

Evanson Asset Management, LLC: XLI position timeline

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

Evanson Asset Management, LLC held 8,188 XLI 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 8,188 shares
    Change vs previous 13F -16 shares

    0.07% of the 13F portfolio, value $1,324,300.

    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 8,204 shares
    Change vs previous 13F +46 shares

    0.07% of the 13F portfolio, value $1,272,578.

    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 8,158 shares
    Change vs previous 13F +20 shares

    0.07% of the 13F portfolio, value $1,258,251.

    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 8,138 shares
    Change vs previous 13F -55 shares

    0.07% of the 13F portfolio, value $1,200,537.

    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 8,193 shares
    Change vs previous 13F +15 shares

    0.08% of the 13F portfolio, value $1,073,805.

    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 8,178 shares
    Change vs previous 13F +93 shares

    0.07% of the 13F portfolio, value $1,077,544.

    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 8,085 shares
    Change vs previous 13F +15 shares

    0.08% of the 13F portfolio, value $1,095,029.

    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 8,070 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $983,443.

    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).