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Disclosery

Evelyn Partners Group Ltd: BRK-B position timeline

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

Evelyn Partners Group Ltd held 389,406 BRK-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 389,406 shares
    Change vs previous 13F +43,061 shares

    0.42% of the 13F portfolio, value $194,855,090.

    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 346,345 shares
    Change vs previous 13F +8,395 shares

    3.36% of the 13F portfolio, value $165,968,524.

    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: 54,266 shares
    • Evelyn Partners Investment Management LLP: 281,451 shares
    • Evelyn Partners Asset Management Ltd: 10,628 shares

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

  3. period ended2025-12-31
    13F 337,950 shares
    Change vs previous 13F +22,982 shares

    3.51% of the 13F portfolio, value $169,870,568.

    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: 49,658 shares
    • Evelyn Partners Investment Management LLP: 279,184 shares
    • Evelyn Partners Asset Management Ltd: 9,108 shares

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

  4. period ended2025-09-30
    13F 314,968 shares
    Change vs previous 13F +17,202 shares

    3.36% of the 13F portfolio, value $158,347,010.

    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: 47,011 shares
    • Evelyn Partners Investment Management LLP: 258,926 shares
    • Evelyn Partners Asset Management Ltd: 9,031 shares

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

  5. period ended2025-06-30
    13F/A 297,766 shares
    Change vs previous 13F -1,137 shares

    3.34% of the 13F portfolio, value $144,645,790.

    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: 43,966 shares
    • Evelyn Partners Investment Management LLP: 245,347 shares
    • Evelyn Partners Asset Management Ltd: 8,453 shares

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

  6. period ended2025-03-31
    13F/A 298,903 shares
    Change vs previous 13F +7,255 shares

    4.01% of the 13F portfolio, value $159,189,760.

    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: 41,360 shares
    • Evelyn Partners Investment Management LLP: 249,076 shares
    • Evelyn Partners Asset Management Ltd: 8,467 shares

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

  7. period ended2024-12-31
    13F 291,648 shares
    Change vs previous 13F not available

    3.28% of the 13F portfolio, value $132,198,205.

    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: 37,261 shares
    • Evelyn Partners Investment Management LLP: 246,150 shares
    • Evelyn Partners Asset Management Ltd: 8,237 shares

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