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Disclosery

Evelyn Partners Group Ltd: AXP position timeline

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

Evelyn Partners Group Ltd held 4,094 AXP 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 4,094 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,384,798.

    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 4,094 shares
    Change vs previous 13F +222 shares

    0.03% of the 13F portfolio, value $1,238,353.

    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: 55 shares
    • Evelyn Partners Investment Management LLP: 3,764 shares
    • Evelyn Partners Asset Management Ltd: 275 shares

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

  3. period ended2025-12-31
    13F 3,872 shares
    Change vs previous 13F -170 shares

    0.03% of the 13F portfolio, value $1,432,446.

    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: 55 shares
    • Evelyn Partners Investment Management LLP: 3,779 shares
    • Evelyn Partners Asset Management Ltd: 38 shares

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

  4. period ended2025-09-30
    13F 4,042 shares
    Change vs previous 13F +38 shares

    0.03% of the 13F portfolio, value $1,342,591.

    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: 55 shares
    • Evelyn Partners Investment Management LLP: 3,949 shares
    • Evelyn Partners Asset Management Ltd: 38 shares

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

  5. period ended2025-06-30
    13F/A 4,004 shares
    Change vs previous 13F -960 shares

    0.03% of the 13F portfolio, value $1,277,196.

    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: 55 shares
    • Evelyn Partners Investment Management LLP: 3,949 shares

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

  6. period ended2025-03-31
    13F/A 4,964 shares
    Change vs previous 13F -75 shares

    0.04% of the 13F portfolio, value $1,335,564.

    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: 455 shares
    • Evelyn Partners Investment Management LLP: 4,509 shares

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

  7. period ended2024-12-31
    13F 5,039 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,495,524.

    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: 455 shares
    • Evelyn Partners Investment Management LLP: 4,584 shares

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