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Disclosery

Evanson Asset Management, LLC: XLK position timeline

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

Evanson Asset Management, LLC held 36,630 XLK 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 36,630 shares
    Change vs previous 13F +46 shares

    0.26% of the 13F portfolio, value $4,868,131.

    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 36,584 shares
    Change vs previous 13F +18,315 shares

    0.28% of the 13F portfolio, value $5,266,963.

    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 18,269 shares
    Change vs previous 13F +13 shares

    0.29% of the 13F portfolio, value $5,149,332.

    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 18,256 shares
    Change vs previous 13F +10 shares

    0.29% of the 13F portfolio, value $4,622,924.

    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 18,246 shares
    Change vs previous 13F +18 shares

    0.27% of the 13F portfolio, value $3,767,534.

    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 18,228 shares
    Change vs previous 13F -84 shares

    0.29% of the 13F portfolio, value $4,238,465.

    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 18,312 shares
    Change vs previous 13F +142 shares

    0.29% of the 13F portfolio, value $4,134,037.

    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 18,170 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $4,110,571.

    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).