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Disclosery

Evelyn Partners Group Ltd: B position timeline

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

Evelyn Partners Group Ltd held 48,770 B 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 48,770 shares
    Change vs previous 13F +1,436 shares

    <0.01% of the 13F portfolio, value $1,791,539.

    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 47,334 shares
    Change vs previous 13F -730 shares

    0.04% of the 13F portfolio, value $1,931,937.

    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: 37,968 shares
    • Evelyn Partners Investment Management LLP: 9,366 shares

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

  3. period ended2025-12-31
    13F 48,064 shares
    Change vs previous 13F -166 shares

    0.05% of the 13F portfolio, value $2,093,812.

    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: 37,968 shares
    • Evelyn Partners Investment Management LLP: 10,096 shares

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

  4. period ended2025-09-30
    13F 48,230 shares
    Change vs previous 13F -174 shares

    0.04% of the 13F portfolio, value $1,583,780.

    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: 37,968 shares
    • Evelyn Partners Investment Management LLP: 10,262 shares

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

  5. period ended2025-06-30
    13F/A 48,404 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,008,469.

    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: 37,968 shares
    • Evelyn Partners Investment Management LLP: 10,436 shares

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