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Disclosery

Evelyn Partners Group Ltd: BX position timeline

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

Evelyn Partners Group Ltd held 150,333 BX 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 150,333 shares
    Change vs previous 13F +21,980 shares

    0.04% of the 13F portfolio, value $17,689,704.

    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 128,353 shares
    Change vs previous 13F -26,461 shares

    0.36% of the 13F portfolio, value $14,759,312.

    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: 0 shares
    • Evelyn Partners Investment Management LLP: 126,850 shares
    • Evelyn Partners Asset Management Ltd: 1,503 shares

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

  3. period ended2025-12-31
    13F 154,814 shares
    Change vs previous 13F +3,981 shares

    0.49% of the 13F portfolio, value $23,863,030.

    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: 278 shares
    • Evelyn Partners Investment Management LLP: 153,033 shares
    • Evelyn Partners Asset Management Ltd: 1,503 shares

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

  4. period ended2025-09-30
    13F 150,833 shares
    Change vs previous 13F -2,932 shares

    0.55% of the 13F portfolio, value $25,769,819.

    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: 278 shares
    • Evelyn Partners Investment Management LLP: 149,052 shares
    • Evelyn Partners Asset Management Ltd: 1,503 shares

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

  5. period ended2025-06-30
    13F/A 153,765 shares
    Change vs previous 13F +1,930 shares

    0.53% of the 13F portfolio, value $23,000,169.

    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: 278 shares
    • Evelyn Partners Investment Management LLP: 152,562 shares
    • Evelyn Partners Asset Management Ltd: 925 shares

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

  6. period ended2025-03-31
    13F/A 151,835 shares
    Change vs previous 13F +6,073 shares

    0.53% of the 13F portfolio, value $21,223,497.

    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: 278 shares
    • Evelyn Partners Investment Management LLP: 150,632 shares
    • Evelyn Partners Asset Management Ltd: 925 shares

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

  7. period ended2024-12-31
    13F 145,762 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $25,132,285.

    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: 278 shares
    • Evelyn Partners Investment Management LLP: 144,559 shares
    • Evelyn Partners Asset Management Ltd: 925 shares

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