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Disclosery

WealthTrust Axiom LLC: EVRG position timeline

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

WealthTrust Axiom LLC held 28,516 EVRG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,516 shares
    Change vs previous 13F -143 shares

    0.55% of the 13F portfolio, value $2,464,598.

    13F-HR 0001425949-26-000009 filed by WealthTrust Axiom 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 28,659 shares
    Change vs previous 13F -194 shares

    0.58% of the 13F portfolio, value $2,347,725.

    13F-HR 0001425949-26-000005 filed by WealthTrust Axiom 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 28,853 shares
    Change vs previous 13F +51 shares

    0.54% of the 13F portfolio, value $2,091,584.

    13F-HR 0001425949-26-000004 filed by WealthTrust Axiom 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 28,802 shares
    Change vs previous 13F +323 shares

    0.59% of the 13F portfolio, value $2,189,547.

    13F-HR 0001425949-25-000004 filed by WealthTrust Axiom 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 28,479 shares
    Change vs previous 13F -1,366 shares

    0.58% of the 13F portfolio, value $1,963,036.

    13F-HR 0001085146-25-004962 filed by WealthTrust Axiom 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 29,845 shares
    Change vs previous 13F -694 shares

    0.63% of the 13F portfolio, value $2,057,806.

    13F-HR 0001085146-25-003158 filed by WealthTrust Axiom 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 30,539 shares
    Change vs previous 13F +829 shares

    0.56% of the 13F portfolio, value $1,879,688.

    13F-HR 0001085146-25-001260 filed by WealthTrust Axiom LLC
    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 29,710 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,842,325.

    13F-HR 0001085146-24-005661 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

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