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Disclosery

CWM, LLC: EVRG position timeline

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

CWM, LLC held 280,007 EVRG shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 280,007 shares
    Change vs previous 13F -7,812 shares

    0.06% of the 13F portfolio, value $22,938,156.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 287,819 shares
    Change vs previous 13F -6,077 shares

    0.06% of the 13F portfolio, value $20,864,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 293,896 shares
    Change vs previous 13F +555 shares

    0.07% of the 13F portfolio, value $22,342,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 293,341 shares
    Change vs previous 13F -4,847 shares

    0.07% of the 13F portfolio, value $20,220,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 298,188 shares
    Change vs previous 13F -8,722 shares

    0.08% of the 13F portfolio, value $20,560,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 306,910 shares
    Change vs previous 13F -4,561 shares

    0.08% of the 13F portfolio, value $18,890,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 311,471 shares
    Change vs previous 13F -3,984 shares

    0.08% of the 13F portfolio, value $19,314,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 315,455 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $16,710,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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