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Disclosery

AE Wealth Management LLC: EVRG position timeline

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

AE Wealth Management LLC held 10,937 EVRG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,937 shares
    Change vs previous 13F +719 shares

    <0.01% of the 13F portfolio, value $945,319.

    13F-HR 0001697723-26-000007 filed by AE Wealth 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 ended2026-03-31
    13F 10,218 shares
    Change vs previous 13F +1,980 shares

    <0.01% of the 13F portfolio, value $837,120.

    13F-HR 0001697723-26-000006 filed by AE Wealth 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 ended2025-12-31
    13F 8,238 shares
    Change vs previous 13F +791 shares

    <0.01% of the 13F portfolio, value $597,185.

    13F-HR 0001697723-26-000001 filed by AE Wealth 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 ended2025-09-30
    13F 7,447 shares
    Change vs previous 13F +732 shares

    <0.01% of the 13F portfolio, value $566,118.

    13F-HR 0001697723-25-000007 filed by AE Wealth 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 ended2025-06-30
    13F 6,715 shares
    Change vs previous 13F +522 shares

    <0.01% of the 13F portfolio, value $462,898.

    13F-HR 0001697723-25-000004 filed by AE Wealth 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 ended2025-03-31
    13F 6,193 shares
    Change vs previous 13F +129 shares

    <0.01% of the 13F portfolio, value $427,036.

    13F-HR 0001697723-25-000003 filed by AE Wealth 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 ended2024-12-31
    13F 6,064 shares
    Change vs previous 13F +672 shares

    <0.01% of the 13F portfolio, value $373,256.

    13F-HR 0001697723-25-000001 filed by AE Wealth 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 ended2024-09-30
    13F 5,392 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $334,389.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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