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Disclosery

Evelyn Partners Group Ltd: ACN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evelyn Partners Group Ltd on ACN, newest first. How the timeline and the estimate are built.

Evelyn Partners Group Ltd held 26,771 ACN shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,771 shares
    Change vs previous 13F -46,972 shares

    0.01% of the 13F portfolio, value $3,331,382.

    13F-HR 0001420506-26-001454 filed by Evelyn Partners Group Ltd
    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 73,743 shares
    Change vs previous 13F -1,767 shares

    0.3% of the 13F portfolio, value $14,622,499.

    13F-HR 0001420506-26-001051 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 24,081 shares
    • Evelyn Partners Investment Management LLP: 24,895 shares
    • Evelyn Partners Asset Management Ltd: 24,767 shares

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

  3. period ended2025-12-31
    13F 75,510 shares
    Change vs previous 13F -18,167 shares

    0.42% of the 13F portfolio, value $20,259,333.

    13F-HR 0001420506-26-000370 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 24,153 shares
    • Evelyn Partners Investment Management LLP: 26,929 shares
    • Evelyn Partners Asset Management Ltd: 24,428 shares

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

  4. period ended2025-09-30
    13F 93,677 shares
    Change vs previous 13F -22,715 shares

    0.49% of the 13F portfolio, value $23,100,749.

    13F-HR 0001420506-25-003426 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 21,544 shares
    • Evelyn Partners Investment Management LLP: 49,530 shares
    • Evelyn Partners Asset Management Ltd: 22,603 shares

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

  5. period ended2025-06-30
    13F/A 116,392 shares
    Change vs previous 13F +1,171 shares

    0.8% of the 13F portfolio, value $34,788,404.

    13F-HR/A 0001420506-25-003504 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 21,660 shares
    • Evelyn Partners Investment Management LLP: 74,797 shares
    • Evelyn Partners Asset Management Ltd: 19,935 shares

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

  6. period ended2025-03-31
    13F/A 115,221 shares
    Change vs previous 13F +2,124 shares

    0.91% of the 13F portfolio, value $35,953,562.

    13F-HR/A 0001420506-25-003530 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 20,086 shares
    • Evelyn Partners Investment Management LLP: 75,413 shares
    • Evelyn Partners Asset Management Ltd: 19,722 shares

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

  7. period ended2024-12-31
    13F 113,097 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $39,786,395.

    13F-HR 0001420506-25-003538 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 18,250 shares
    • Evelyn Partners Investment Management LLP: 77,194 shares
    • Evelyn Partners Asset Management Ltd: 17,653 shares

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