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Focus Partners Wealth: EVRG position timeline

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

Focus Partners Wealth held 419,653 EVRG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 419,653 shares
    Change vs previous 13F +8,569 shares

    0.03% of the 13F portfolio, value $36,270,754.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 412,886 shares
    • Focus Partners Advisor Solutions, LLC: 6,767 shares

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

  2. period ended2026-03-31
    13F 411,084 shares
    Change vs previous 13F +11,467 shares

    0.04% of the 13F portfolio, value $33,668,818.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    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 399,617 shares
    Change vs previous 13F +234,758 shares

    0.03% of the 13F portfolio, value $28,968,275.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 164,859 shares
    Change vs previous 13F +142,667 shares

    0.02% of the 13F portfolio, value $12,513,418.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 164,859 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 22,192 shares
    Change vs previous 13F +56 shares

    <0.01% of the 13F portfolio, value $1,529,646.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 15,706 shares
    • Focus Partners Advisor Solutions, LLC: 6,486 shares

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

  6. period ended2025-03-31
    13F/A 22,136 shares
    Change vs previous 13F +4,627 shares

    <0.01% of the 13F portfolio, value $1,526,255.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 13,791 shares
    • Focus Partners Advisor Solutions, LLC: 8,345 shares

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

  7. period ended2024-12-31
    13F/A 17,509 shares
    Change vs previous 13F +4,216 shares

    <0.01% of the 13F portfolio, value $1,077,720.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 13,031 shares
    • Focus Partners Advisor Solutions, LLC: 4,478 shares

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

  8. period ended2024-09-30
    13F 13,293 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $824,332.

    13F-HR 0001085146-24-005963 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 5,868 shares
    • Focus Partners Advisor Solutions, LLC: 7,425 shares

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