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Disclosery

SVB WEALTH LLC: EVRG position timeline

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

SVB WEALTH LLC held 44,939 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 44,939 shares
    Change vs previous 13F -6,836 shares

    0.24% of the 13F portfolio, value $3,884,007.

    13F-HR 0001626116-26-000003 filed by SVB 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 51,775 shares
    Change vs previous 13F +21,212 shares

    0.28% of the 13F portfolio, value $4,241,377.

    13F-HR 0001626116-26-000002 filed by SVB 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 30,563 shares
    Change vs previous 13F +14,066 shares

    0.13% of the 13F portfolio, value $2,215,500.

    13F-HR 0001626116-26-000001 filed by SVB 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 16,497 shares
    Change vs previous 13F +2,510 shares

    0.07% of the 13F portfolio, value $1,254,044.

    13F-HR 0001626116-25-000005 filed by SVB 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 13,987 shares
    Change vs previous 13F +12,582 shares

    0.05% of the 13F portfolio, value $964,108.

    13F-HR 0001626116-25-000004 filed by SVB WEALTH 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 1,405 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $96,849.

    13F-HR 0001626116-25-000003 filed by SVB WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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