Evanson Financial, LLC has filed its quarterly 13F-HR report with the SEC, detailing its investment holdings as of September 30, 2026. This filing is significant as it provides transparency into the company's investment strategies and positions in the market.
Evanson Financial, LLC is based in McLean, Virginia, and operates as a financial services firm. The company is categorized under the SIC description for financial services, focusing on investment management and advisory services. Recent filings include the 13F-HR report submitted on October 23, 2026, and another on July 7, 2026.
The latest filing states, "The period of report is 2026-09-30," indicating the date for which the investment holdings are reported. The report was accepted on the same day it was filed, confirming its timely submission.
This filing may affect institutional investors, analysts, and competitors within the financial services sector. They will likely scrutinize Evanson's reported holdings to gauge market trends and adjust their strategies accordingly.
The filing does not say what happens next, but it sets the stage for potential shifts in investment strategies among competitors in the industry.
Filing Details
The filing was submitted under SEC Accession Number 0002140235-26-000002 and was accepted on October 23, 2026, at 16:06:00. This timely submission reflects Evanson Financial's commitment to regulatory compliance and transparency.
Evanson Financial, LLC is registered with the SEC under the Central Index Key (CIK) number 0002140235. The firm operates under the fiscal year ending December 31 and has an Employer Identification Number (EIN) of 413568626.
"The period of report is 2026-09-30," confirming the specific date of the reported investment holdings.
Contact Information
For further inquiries, Evanson Financial can be reached at their business address: 1133 Dogwood Dr, McLean, VA 22101-2220, or by phone at 800-624-1015. This location serves as both their mailing and business address.
Additional Context
The filing does not provide specific details regarding the individual securities held by Evanson Financial, nor does it disclose any changes in their investment strategy or outlook for the upcoming quarters.