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Disclosery

GoalVest Advisory LLC: EVRG position timeline

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

GoalVest Advisory LLC held 2,844 EVRG shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,844 shares
    Change vs previous 13F -3,446 shares

    0.04% of the 13F portfolio, value $223,106.

    13F-HR 0001839307-26-000016 filed by GoalVest Advisory LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,290 shares
    Change vs previous 13F +26 shares

    0.1% of the 13F portfolio, value $543,670.

    13F-HR 0001839307-26-000011 filed by GoalVest Advisory LLC
    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 6,264 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $513,171.

    13F-HR 0001839307-26-000002 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,264 shares
    Change vs previous 13F +1,005 shares

    0.09% of the 13F portfolio, value $454,099.

    13F-HR 0001839307-26-000001 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,259 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $399,812.

    13F-HR 0001839307-25-000008 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,259 shares
    Change vs previous 13F +163 shares

    0.09% of the 13F portfolio, value $362,523.

    13F-HR 0001839307-25-000003 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 5,096 shares
    Change vs previous 13F +3 shares

    0.1% of the 13F portfolio, value $351,369.

    13F-HR 0001839307-25-000002 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,093 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $313,474.

    13F-HR 0001839307-25-000001 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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