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Disclosery

Evelyn Partners Group Ltd: BRO position timeline

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

Evelyn Partners Group Ltd held 275 BRO 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 275 shares
    Change vs previous 13F -127 shares

    <0.01% of the 13F portfolio, value $17,642.

    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 402 shares
    Change vs previous 13F +141 shares

    <0.01% of the 13F portfolio, value $26,214.

    13F-HR 0001420506-26-001053 filed by Evelyn Partners Investment Management Services Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 261 shares
    Change vs previous 13F -2,065 shares

    <0.01% of the 13F portfolio, value $20,802.

    13F-HR 0001420506-26-000368 filed by Evelyn Partners Investment Management Services Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 2,326 shares
    Change vs previous 13F -17 shares

    0.03% of the 13F portfolio, value $218,156.

    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: 2,326 shares
    • Evelyn Partners Investment Management LLP: 0 shares

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

  5. period ended2025-06-30
    13F/A 2,343 shares
    Change vs previous 13F -414 shares

    0.01% of the 13F portfolio, value $259,769.

    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: 2,286 shares
    • Evelyn Partners Investment Management LLP: 57 shares

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

  6. period ended2025-03-31
    13F/A 2,757 shares
    Change vs previous 13F +37 shares

    0.06% of the 13F portfolio, value $342,971.

    13F-HR/A 0001420506-25-003531 filed by Evelyn Partners Investment Management Services Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 2,720 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $277,494.

    13F-HR 0001420506-25-003539 filed by Evelyn Partners Investment Management Services Ltd
    Filed (acceptance time not in the bulk data set), ingested

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