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MERITAGE PORTFOLIO MANAGEMENT: EVRG position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 4,321 EVRG shares at 2025-12-31 per its 13F-HR filed 2026-01-27.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 4,321 shares
    Change vs previous 13F -37,027 shares

    0.02% of the 13F portfolio, value $313,229.

    13F-HR 0000881432-26-000002 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 41,348 shares
    Change vs previous 13F -29,184 shares

    0.21% of the 13F portfolio, value $3,143,275.

    13F-HR 0000881432-25-000015 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 70,532 shares
    Change vs previous 13F -1,915 shares

    0.31% of the 13F portfolio, value $4,861,771.

    13F-HR 0000881432-25-000011 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 72,447 shares
    Change vs previous 13F -2,988 shares

    0.33% of the 13F portfolio, value $4,995,221.

    13F-HR 0000881432-25-000006 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 75,435 shares
    Change vs previous 13F -4,846 shares

    0.29% of the 13F portfolio, value $4,643,024.

    13F-HR 0000881432-25-000002 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 80,281 shares
    Change vs previous 13F -3,645 shares

    0.3% of the 13F portfolio, value $4,978,000.

    13F-HR 0000881432-24-000018 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 83,926 shares
    Change vs previous 13F -1,868 shares

    0.28% of the 13F portfolio, value $4,446,000.

    13F-HR 0000881432-24-000011 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 85,794 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $4,580,000.

    13F-HR 0000881432-24-000006 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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