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Disclosery

Pathstone Holdings, LLC: EVRG position timeline

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

Pathstone Holdings, LLC held 26,291 EVRG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,291 shares
    Change vs previous 13F +4,609 shares

    0.01% of the 13F portfolio, value $2,272,287.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, 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 21,682 shares
    Change vs previous 13F +283 shares

    0.01% of the 13F portfolio, value $1,776,213.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, 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 21,399 shares
    Change vs previous 13F -296 shares

    0.01% of the 13F portfolio, value $1,551,259.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, 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 21,695 shares
    Change vs previous 13F +482 shares

    0.01% of the 13F portfolio, value $1,649,301.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, 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 21,213 shares
    Change vs previous 13F +694 shares

    0.01% of the 13F portfolio, value $1,462,218.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, 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 20,519 shares
    Change vs previous 13F +179 shares

    0.01% of the 13F portfolio, value $1,413,917.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, 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 20,340 shares
    Change vs previous 13F +546 shares

    0.01% of the 13F portfolio, value $1,251,717.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, 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 19,794 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,227,424.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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