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Disclosery

Evelyn Partners Group Ltd: AVGO position timeline

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

Evelyn Partners Group Ltd held 213,925 AVGO 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 213,925 shares
    Change vs previous 13F +138,275 shares

    0.17% of the 13F portfolio, value $80,810,353.

    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 75,650 shares
    Change vs previous 13F +39,425 shares

    0.47% of the 13F portfolio, value $23,414,431.

    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: 15,630 shares
    • Evelyn Partners Investment Management LLP: 59,969 shares
    • Evelyn Partners Asset Management Ltd: 51 shares

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

  3. period ended2025-12-31
    13F 36,225 shares
    Change vs previous 13F +21,123 shares

    0.26% of the 13F portfolio, value $12,537,473.

    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: 8,675 shares
    • Evelyn Partners Investment Management LLP: 27,499 shares
    • Evelyn Partners Asset Management Ltd: 51 shares

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

  4. period ended2025-09-30
    13F 15,102 shares
    Change vs previous 13F +13,948 shares

    0.11% of the 13F portfolio, value $4,982,301.

    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: 4,700 shares
    • Evelyn Partners Investment Management LLP: 10,198 shares
    • Evelyn Partners Asset Management Ltd: 204 shares

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

  5. period ended2025-06-30
    13F/A 1,154 shares
    Change vs previous 13F +203 shares

    0.01% of the 13F portfolio, value $318,100.

    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: 588 shares
    • Evelyn Partners Investment Management LLP: 545 shares
    • Evelyn Partners Asset Management Ltd: 21 shares

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

  6. period ended2025-03-31
    13F/A 951 shares
    Change vs previous 13F +325 shares

    <0.01% of the 13F portfolio, value $159,226.

    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: 560 shares
    • Evelyn Partners Investment Management LLP: 370 shares
    • Evelyn Partners Asset Management Ltd: 21 shares

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

  7. period ended2024-12-31
    13F 626 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $145,132.

    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: 560 shares
    • Evelyn Partners Investment Management LLP: 45 shares
    • Evelyn Partners Asset Management Ltd: 21 shares

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