Skip to content
Disclosery

Evelyn Partners Group Ltd: CB position timeline

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

Evelyn Partners Group Ltd held 366,014 CB 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 366,014 shares
    Change vs previous 13F +21,299 shares

    0.27% of the 13F portfolio, value $124,715,707.

    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 344,715 shares
    Change vs previous 13F +3,943 shares

    2.28% of the 13F portfolio, value $112,352,960.

    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: 70,285 shares
    • Evelyn Partners Investment Management LLP: 265,802 shares
    • Evelyn Partners Asset Management Ltd: 8,628 shares

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

  3. period ended2025-12-31
    13F 340,772 shares
    Change vs previous 13F +13,525 shares

    2.2% of the 13F portfolio, value $106,361,756.

    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: 67,499 shares
    • Evelyn Partners Investment Management LLP: 264,903 shares
    • Evelyn Partners Asset Management Ltd: 8,370 shares

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

  4. period ended2025-09-30
    13F 327,247 shares
    Change vs previous 13F +21,218 shares

    1.96% of the 13F portfolio, value $92,365,467.

    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: 59,858 shares
    • Evelyn Partners Investment Management LLP: 259,147 shares
    • Evelyn Partners Asset Management Ltd: 8,242 shares

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

  5. period ended2025-06-30
    13F/A 306,029 shares
    Change vs previous 13F +15,517 shares

    2.05% of the 13F portfolio, value $88,662,722.

    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: 50,533 shares
    • Evelyn Partners Investment Management LLP: 247,638 shares
    • Evelyn Partners Asset Management Ltd: 7,858 shares

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

  6. period ended2025-03-31
    13F/A 290,512 shares
    Change vs previous 13F +17,644 shares

    2.21% of the 13F portfolio, value $87,731,716.

    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: 47,464 shares
    • Evelyn Partners Investment Management LLP: 235,585 shares
    • Evelyn Partners Asset Management Ltd: 7,463 shares

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

  7. period ended2024-12-31
    13F 272,868 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $75,393,425.

    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: 41,650 shares
    • Evelyn Partners Investment Management LLP: 223,921 shares
    • Evelyn Partners Asset Management Ltd: 7,297 shares

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