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Leeward Investments, LLC - MA: EVRG position timeline

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

Leeward Investments, LLC - MA held 142,613 EVRG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 142,613 shares
    Change vs previous 13F -8,203 shares

    0.56% of the 13F portfolio, value $12,326,072.

    13F-HR 0001923173-26-000003 filed by Leeward Investments, LLC - MA
    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 150,816 shares
    Change vs previous 13F -5,218 shares

    0.61% of the 13F portfolio, value $12,354,836.

    13F-HR 0001923173-26-000002 filed by Leeward Investments, LLC - MA
    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 156,034 shares
    Change vs previous 13F -7,981 shares

    0.57% of the 13F portfolio, value $11,310,937.

    13F-HR 0001923173-26-000001 filed by Leeward Investments, LLC - MA
    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 164,015 shares
    Change vs previous 13F +20,049 shares

    0.64% of the 13F portfolio, value $12,468,437.

    13F-HR 0001923173-25-000003 filed by Leeward Investments, LLC - MA
    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 143,966 shares
    Change vs previous 13F -3,363 shares

    0.53% of the 13F portfolio, value $9,923,575.

    13F-HR 0001085146-25-004377 filed by Leeward Investments, LLC - MA
    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 147,329 shares
    Change vs previous 13F +21,416 shares

    0.54% of the 13F portfolio, value $10,158,361.

    13F-HR 0001085146-25-002401 filed by Leeward Investments, LLC - MA
    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 125,913 shares
    Change vs previous 13F -4,319 shares

    0.39% of the 13F portfolio, value $7,749,932.

    13F-HR 0001085146-25-000724 filed by Leeward Investments, LLC - MA
    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 130,232 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $8,075,697.

    13F-HR 0001085146-24-005263 filed by Leeward Investments, LLC - MA
    Filed (acceptance time not in the bulk data set), ingested

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