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Disclosery

Evelyn Partners Group Ltd: ADP position timeline

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

Evelyn Partners Group Ltd held 101,016 ADP 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 101,016 shares
    Change vs previous 13F +515 shares

    0.05% of the 13F portfolio, value $22,622,613.

    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 100,501 shares
    Change vs previous 13F -997 shares

    0.41% of the 13F portfolio, value $20,419,793.

    13F-HR 0001420506-26-001053 filed by Evelyn Partners Investment Management Services Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 58,379 shares
    • Evelyn Partners Investment Management LLP: 5,844 shares
    • Evelyn Partners Asset Management Ltd: 36,278 shares

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

  3. period ended2025-12-31
    13F 101,498 shares
    Change vs previous 13F -524 shares

    0.54% of the 13F portfolio, value $26,108,330.

    13F-HR 0001420506-26-000368 filed by Evelyn Partners Investment Management Services Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 60,074 shares
    • Evelyn Partners Investment Management LLP: 5,983 shares
    • Evelyn Partners Asset Management Ltd: 35,441 shares

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

  4. period ended2025-09-30
    13F 102,022 shares
    Change vs previous 13F +3,349 shares

    0.64% of the 13F portfolio, value $29,949,237.

    13F-HR 0001420506-25-003428 filed by Evelyn Partners Investment Management Services Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 57,483 shares
    • Evelyn Partners Investment Management LLP: 5,874 shares
    • Evelyn Partners Asset Management Ltd: 38,665 shares

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

  5. period ended2025-06-30
    13F/A 98,673 shares
    Change vs previous 13F +1,731 shares

    0.7% of the 13F portfolio, value $30,436,533.

    13F-HR/A 0001420506-25-003503 filed by Evelyn Partners Investment Management Services Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 56,055 shares
    • Evelyn Partners Investment Management LLP: 6,050 shares
    • Evelyn Partners Asset Management Ltd: 36,568 shares

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

  6. period ended2025-03-31
    13F/A 96,942 shares
    Change vs previous 13F -3,273 shares

    0.75% of the 13F portfolio, value $29,618,690.

    13F-HR/A 0001420506-25-003531 filed by Evelyn Partners Investment Management Services Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 54,469 shares
    • Evelyn Partners Investment Management LLP: 6,050 shares
    • Evelyn Partners Asset Management Ltd: 36,423 shares

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

  7. period ended2024-12-31
    13F 100,215 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $29,348,918.

    13F-HR 0001420506-25-003539 filed by Evelyn Partners Investment Management Services Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 52,799 shares
    • Evelyn Partners Investment Management LLP: 6,611 shares
    • Evelyn Partners Asset Management Ltd: 40,805 shares

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