Advisor OS, LLC

SEC CIK: 0001767580
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

EVRG holding history

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

EVRG overview All 13F holders of EVRG Full Q2 2026 holdings

Shares (Q3 2023): 0; Sold out in Q3 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2022

Holdings of EVRG by Advisor OS, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	0	$0	0.0%	−4,528−100.0%	Sold out	Holders
Q2 2023	4,528	$264.5K	<0.1%	−587−11.5%	Reduced	Holders
Q1 2023	5,115	$312.6K	0.1%	+1,530+42.7%	Added	Holders
Q4 2022	3,585	$225.6K	0.1%	+3,585	New	Holders