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Dynamic Advisor Solutions LLC

SEC CIK
0001599747
Latest filing
Jul 7, 2026

EVRG holding history

Evergy, Inc. in every 13F filed by Dynamic Advisor Solutions LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EVRG overviewAll 13F holders of EVRGFull Q2 2026 holdings

Shares (Q2 2026)
19,146
Value
$1.65M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of EVRG by Dynamic Advisor Solutions LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,146$1.65M<0.1%−1,586−7.7%ReducedHolders
Q1 202620,732$1.70M0.1%−1,000−4.6%ReducedHolders
Q4 202521,732$1.58M0.1%−488−2.2%ReducedHolders
Q3 202522,220$1.69M<0.1%−47−0.2%ReducedHolders
Q2 202522,267$1.53M<0.1%−403−1.8%ReducedHolders
Q1 202522,670$1.56M0.1%+3,215+16.5%AddedHolders
Q4 202419,455$1.20M0.1%−4,040−17.2%ReducedHolders
Q3 202423,495$1.46M<0.1%−84−0.4%ReducedHolders
Q2 202423,579$1.25M<0.1%−90.0%ReducedHolders
Q1 202423,588$1.26M<0.1%−218−0.9%ReducedHolders
Q4 202323,806$1.28M<0.1%+9,170+62.7%AddedHolders
Q3 202314,636$742.0K<0.1%+2,377+19.4%AddedHolders
Q2 202312,259$716.2K<0.1%−718−5.5%ReducedHolders
Q1 202312,977$793.2K<0.1%+446+3.6%AddedHolders
Q4 202212,531$788.6K0.1%+737+6.2%AddedHolders
Q3 202211,794$701.0K0.1%+401+3.5%AddedHolders
Q2 202211,393$743.0K0.1%+650+6.1%AddedHolders
Q1 202210,743$734.0K0.1%−24−0.2%ReducedHolders
Q4 202110,767$739.0K0.1%−24−0.2%ReducedHolders
Q3 202110,791$671.0K0.1%+3,861+55.7%AddedHolders
Q2 20216,930$419.0K<0.1%+501+7.8%AddedHolders
Q1 20216,429$383.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.