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Manager record

Evanson Asset Management, LLC

Carmel, CA · CIK 1626379 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.86BReported 13F valueQ1 2026 · as filed
321Holdings listed
+0.5%vs prior quartervalue change includes market moves
4Quarters on record
Apr 08Latest filed
Reported 13F value by quarter, Q2 2025 to Q1 2026Q2 2025: $1.6B$1.6BQ2 2025325 holdingsQ3 2025: $1.8B$1.8BQ3 2025323 holdingsQ4 2025: $1.9B$1.9BQ4 2025326 holdingsQ1 2026: $1.9B$1.9BQ1 2026321 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Apr 08 2026 13F-HR · period Q1 2026

$1.86B · 321 holdings listed · View original SEC filing ↗
Jan 12 2026 13F-HR · period Q4 2025

$1.85B · 326 holdings listed · View original SEC filing ↗
Oct 14 2025 13F-HR · period Q3 2025

$1.77B · 323 holdings listed · View original SEC filing ↗
Jul 15 2025 13F-HR · period Q2 2025

$1.61B · 325 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q1 2026 · latest filing Apr 08, 2026 · Change methodology