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B. Riley Wealth Advisors, Inc.: EVRG position timeline

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

B. Riley Wealth Advisors, Inc. held 5,885 EVRG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,885 shares
    Change vs previous 13F -716 shares

    0.02% of the 13F portfolio, value $461,608.

    13F-HR 0001464811-26-000010 filed by B. Riley Wealth Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,601 shares
    Change vs previous 13F -109 shares

    0.03% of the 13F portfolio, value $574,376.

    13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,710 shares
    Change vs previous 13F -390 shares

    0.04% of the 13F portfolio, value $547,435.

    13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,100 shares
    Change vs previous 13F -742 shares

    0.02% of the 13F portfolio, value $514,674.

    13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 7,842 shares
    Change vs previous 13F -636 shares

    0.03% of the 13F portfolio, value $596,180.

    13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 8,478 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $584,421.

    13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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