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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

EVRG holding history

Evergy, Inc. in every 13F filed by Abound Wealth Management, 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)
42
Value
$3.67K
% of portfolio
<0.1%
Quarters held
7
Since Q3 2022
Holdings of EVRG by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202642$3.67K<0.1%+15+55.6%AddedHolders
Q1 202627$2.25K<0.1%+27AddedHolders
Q4 20250$31<0.1%0UnchangedHolders
Q3 20250$32<0.1%0NewHolders
Q1 20240$00.0%−9−100.0%Sold outHolders
Q4 20239$451<0.1%+9NewHolders
Q1 20230$00.0%−18−100.0%Sold outHolders
Q4 202218$1.13K<0.1%00.0%UnchangedHolders
Q3 202218$1.07K<0.1%+18NewHolders