Current Market Value 1,609,177,562
Current Holdings 325
Most Recent File Date 2025-07-15
Total Filings on Record 49
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Evanson Asset Management, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-15 2025-06-30 13F-HR 325 1,609,178
2025-04-22 2025-03-31 13F-HR 307 1,411,411
2025-01-16 2024-12-31 13F-HR 307 1,460,102
2024-10-07 2024-09-30 13F-HR 305 1,417,489
2024-07-12 2024-06-30 13F-HR 299 1,359,036
2024-04-12 2024-03-31 13F-HR 307 1,342,841
2024-01-18 2023-12-31 13F-HR 298 1,231,258
2023-10-19 2023-09-30 13F-HR 284 1,085,902
2023-07-11 2023-06-30 13F-HR 285 1,096,797
2023-04-13 2023-03-31 13F-HR 269 1,010,367
2023-01-26 2022-12-31 13F-HR/A 1 R 269 929,754
2023-01-13 2022-12-31 13F-HR 254 834,160
2022-10-12 2022-09-30 13F-HR 260 851,590
2022-07-13 2022-06-30 13F-HR 266 908,957
2022-04-11 2022-03-31 13F-HR 295 1,028,808
2022-01-19 2021-12-31 13F-HR 285 1,123,712
2021-10-13 2021-09-30 13F-HR 280 973,704
2021-07-14 2021-06-30 13F-HR 274 961,248
2021-04-23 2021-03-31 13F-HR 277 676,978
2021-01-22 2020-12-31 13F-HR 268 628,532
2020-10-13 2020-09-30 13F-HR 246 553,207
2020-07-13 2020-06-30 13F-HR 236 504,718
2020-04-24 2020-03-31 13F-HR 220 419,416
2020-01-13 2019-12-31 13F-HR 235 508,850
2019-10-11 2019-09-30 13F-HR 236 486,834
2019-07-11 2019-06-30 13F-HR 240 495,120
2019-04-09 2019-03-31 13F-HR 239 484,444
2019-01-17 2018-12-31 13F-HR 227 437,791
2018-10-10 2018-09-30 13F-HR 237 492,080
2018-07-11 2018-06-30 13F-HR 252 504,316
2018-04-05 2018-03-31 13F-HR 254 486,025
2018-02-05 2017-12-31 13F-HR 249 493,047
2017-11-14 2017-09-30 13F-HR 234 467,663
2017-07-10 2017-06-30 13F-HR 225 434,432
2017-04-19 2017-03-31 13F-HR 224 405,037
2017-02-10 2016-12-31 13F-HR 215 359,455
2016-10-18 2016-09-30 13F-HR 201 351,112
2016-07-19 2016-06-30 13F-HR 201 330,681
2016-05-09 2016-03-31 13F-HR 200 292,219
2016-01-28 2015-12-31 13F-HR 202 274,254
2015-11-06 2015-09-30 13F-HR 205 266,538
2015-07-13 2015-06-30 13F-HR 216 286,846
2015-05-19 2015-03-31 13F-HR/A 1 R 201 279,503
2015-05-15 2015-03-31 13F-HR 174 246,262
2015-02-09 2014-12-31 13F-HR 191 270,862
2017-04-18 2014-09-30 13F-HR 186 245,452
2017-04-18 2014-06-30 13F-HR 191 258,435
2017-04-18 2014-03-31 13F-HR 175 227,826
2017-04-14 2013-12-31 13F-HR 169 224,519