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Sequoia Financial Advisors, LLC: EVRG position timeline

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

Sequoia Financial Advisors, LLC held 34,801 EVRG shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,801 shares
    Change vs previous 13F +1,173 shares

    0.02% of the 13F portfolio, value $3,007,844.

    13F-HR 0001599900-26-000003 filed by Sequoia Financial Advisors, 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 33,628 shares
    Change vs previous 13F +339 shares

    0.02% of the 13F portfolio, value $2,754,834.

    13F-HR 0001599900-26-000002 filed by Sequoia Financial Advisors, 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 33,289 shares
    Change vs previous 13F +3,102 shares

    0.01% of the 13F portfolio, value $2,413,102.

    13F-HR 0001599900-26-000001 filed by Sequoia Financial Advisors, 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 30,187 shares
    Change vs previous 13F +10,883 shares

    0.01% of the 13F portfolio, value $2,294,812.

    13F-HR 0001599900-25-000004 filed by Sequoia Financial Advisors, 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/A 19,304 shares
    Change vs previous 13F +16,285 shares

    0.01% of the 13F portfolio, value $1,330,637.

    13F-HR 0001085146-25-004180 filed by Sequoia Financial Advisors, 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/A 3,019 shares
    Change vs previous 13F -241 shares

    <0.01% of the 13F portfolio, value $208,149.

    13F-HR 0001085146-25-002275 filed by Sequoia Financial Advisors, 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/A 3,260 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $200,638.

    13F-HR/A 0001085146-25-004759 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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