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Dynamic Advisor Solutions LLC: EVRG position timeline

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

Dynamic Advisor Solutions LLC held 19,146 EVRG shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,146 shares
    Change vs previous 13F -1,586 shares

    0.05% of the 13F portfolio, value $1,654,789.

    13F-HR 0001599747-26-000004 filed by Dynamic Advisor Solutions 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 20,732 shares
    Change vs previous 13F -1,000 shares

    0.05% of the 13F portfolio, value $1,698,365.

    13F-HR 0001599747-26-000002 filed by Dynamic Advisor Solutions 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 21,732 shares
    Change vs previous 13F -488 shares

    0.05% of the 13F portfolio, value $1,575,353.

    13F-HR 0001599747-26-000001 filed by Dynamic Advisor Solutions 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 22,220 shares
    Change vs previous 13F -47 shares

    0.05% of the 13F portfolio, value $1,689,164.

    13F-HR 0001085146-25-005875 filed by Dynamic Advisor Solutions 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 22,267 shares
    Change vs previous 13F -403 shares

    0.05% of the 13F portfolio, value $1,534,864.

    13F-HR 0001085146-25-003617 filed by Dynamic Advisor Solutions 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 22,670 shares
    Change vs previous 13F +3,215 shares

    0.05% of the 13F portfolio, value $1,563,097.

    13F-HR 0001085146-25-002128 filed by Dynamic Advisor Solutions 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 19,455 shares
    Change vs previous 13F -4,040 shares

    0.05% of the 13F portfolio, value $1,197,455.

    13F-HR 0001085146-25-000374 filed by Dynamic Advisor Solutions 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 23,495 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,456,925.

    13F-HR 0001085146-24-004675 filed by Dynamic Advisor Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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