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Disclosery

Evelyn Partners Group Ltd: APD position timeline

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

Evelyn Partners Group Ltd held 4,215 APD 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 4,215 shares
    Change vs previous 13F -741 shares

    <0.01% of the 13F portfolio, value $1,235,756.

    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 4,956 shares
    Change vs previous 13F -479 shares

    0.03% of the 13F portfolio, value $1,439,669.

    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: 1,095 shares
    • Evelyn Partners Investment Management LLP: 3,861 shares

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

  3. period ended2025-12-31
    13F 5,435 shares
    Change vs previous 13F -4,320 shares

    0.03% of the 13F portfolio, value $1,342,554.

    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: 1,095 shares
    • Evelyn Partners Investment Management LLP: 4,340 shares

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

  4. period ended2025-09-30
    13F 9,755 shares
    Change vs previous 13F +115 shares

    0.06% of the 13F portfolio, value $2,660,383.

    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: 4,631 shares
    • Evelyn Partners Investment Management LLP: 5,124 shares

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

  5. period ended2025-06-30
    13F/A 9,640 shares
    Change vs previous 13F -547 shares

    0.07% of the 13F portfolio, value $2,719,058.

    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: 4,117 shares
    • Evelyn Partners Investment Management LLP: 5,523 shares

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

  6. period ended2025-03-31
    13F/A 10,187 shares
    Change vs previous 13F -5,219 shares

    0.08% of the 13F portfolio, value $3,004,350.

    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: 4,122 shares
    • Evelyn Partners Investment Management LLP: 6,065 shares

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

  7. period ended2024-12-31
    13F 15,406 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,468,357.

    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: 4,244 shares
    • Evelyn Partners Investment Management LLP: 11,162 shares

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