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Disclosery

Evelyn Partners Group Ltd: APH position timeline

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

Evelyn Partners Group Ltd held 365,938 APH 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 365,938 shares
    Change vs previous 13F +169,160 shares

    0.14% of the 13F portfolio, value $64,522,184.

    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 196,778 shares
    Change vs previous 13F +70,876 shares

    0.5% of the 13F portfolio, value $24,862,901.

    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: 45,599 shares
    • Evelyn Partners Investment Management LLP: 150,010 shares
    • Evelyn Partners Asset Management Ltd: 1,169 shares

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

  3. period ended2025-12-31
    13F 125,902 shares
    Change vs previous 13F +4,211 shares

    0.35% of the 13F portfolio, value $17,014,397.

    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: 19,599 shares
    • Evelyn Partners Investment Management LLP: 105,134 shares
    • Evelyn Partners Asset Management Ltd: 1,169 shares

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

  4. period ended2025-09-30
    13F 121,691 shares
    Change vs previous 13F +24,384 shares

    0.32% of the 13F portfolio, value $15,059,261.

    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: 17,072 shares
    • Evelyn Partners Investment Management LLP: 103,560 shares
    • Evelyn Partners Asset Management Ltd: 1,059 shares

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

  5. period ended2025-06-30
    13F/A 97,307 shares
    Change vs previous 13F +89,017 shares

    0.22% of the 13F portfolio, value $9,609,066.

    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: 7,683 shares
    • Evelyn Partners Investment Management LLP: 89,500 shares
    • Evelyn Partners Asset Management Ltd: 124 shares

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

  6. period ended2025-03-31
    13F/A 8,290 shares
    Change vs previous 13F +79 shares

    0.01% of the 13F portfolio, value $543,741.

    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: 6,116 shares
    • Evelyn Partners Investment Management LLP: 2,050 shares
    • Evelyn Partners Asset Management Ltd: 124 shares

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

  7. period ended2024-12-31
    13F 8,211 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $570,254.

    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: 6,267 shares
    • Evelyn Partners Investment Management LLP: 1,820 shares
    • Evelyn Partners Asset Management Ltd: 124 shares

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