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ADVOCATE GROUP LLC: EVRG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ADVOCATE GROUP LLC on EVRG, newest first. How the timeline and the estimate are built.

ADVOCATE GROUP LLC held 127,851 EVRG shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 127,851 shares
    Change vs previous 13F -13,537 shares

    1.66% of the 13F portfolio, value $11,050,174.

    13F-HR 0001853401-26-000003 filed by ADVOCATE GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 141,388 shares
    Change vs previous 13F -67 shares

    1.81% of the 13F portfolio, value $11,582,468.

    13F-HR 0001853401-26-000002 filed by ADVOCATE GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 141,455 shares
    Change vs previous 13F -5,033 shares

    1.66% of the 13F portfolio, value $10,254,089.

    13F-HR 0001853401-26-000001 filed by ADVOCATE GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 146,488 shares
    Change vs previous 13F +550 shares

    1.83% of the 13F portfolio, value $11,135,994.

    13F-HR 0001853401-25-000006 filed by ADVOCATE GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 145,938 shares
    Change vs previous 13F +6,429 shares

    1.8% of the 13F portfolio, value $10,059,521.

    13F-HR 0001853401-25-000004 filed by ADVOCATE GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 139,509 shares
    Change vs previous 13F +6,941 shares

    1.75% of the 13F portfolio, value $9,619,116.

    13F-HR 0001853401-25-000002 filed by ADVOCATE GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 132,568 shares
    Change vs previous 13F +12,918 shares

    1.54% of the 13F portfolio, value $8,159,560.

    13F-HR 0001853401-25-000001 filed by ADVOCATE GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 119,650 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $7,419,497.

    13F-HR 0001853401-24-000005 filed by ADVOCATE GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).