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Disclosery

Simplicity Wealth,LLC: EVRG position timeline

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

Simplicity Wealth,LLC held 6,285 EVRG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,285 shares
    Change vs previous 13F +1,587 shares

    0.02% of the 13F portfolio, value $543,202.

    13F-HR 0001062993-26-004075 filed by Simplicity Wealth,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 4,698 shares
    Change vs previous 13F -18 shares

    0.02% of the 13F portfolio, value $384,887.

    13F-HR 0001062993-26-002226 filed by Simplicity Wealth,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 4,716 shares
    Change vs previous 13F -88 shares

    0.02% of the 13F portfolio, value $341,890.

    13F-HR 0001062993-26-000496 filed by Simplicity Wealth,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 4,804 shares
    Change vs previous 13F -6,486 shares

    0.02% of the 13F portfolio, value $365,216.

    13F-HR 0001062993-25-016389 filed by Simplicity Wealth,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 11,290 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $778,186.

    13F-HR 0001062993-25-013037 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

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