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Disclosery

Evelyn Partners Group Ltd: CEF position timeline

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

Evelyn Partners Group Ltd held 1,168,036 CEF 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 1,168,036 shares
    Change vs previous 13F +172,435 shares

    0.1% of the 13F portfolio, value $46,990,114.

    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 995,601 shares
    Change vs previous 13F -9,417 shares

    1.05% of the 13F portfolio, value $47,510,080.

    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: 198,011 shares
    • Evelyn Partners Investment Management LLP: 797,590 shares

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

  3. period ended2025-12-31
    13F 1,005,018 shares
    Change vs previous 13F +57,448 shares

    1.04% of the 13F portfolio, value $46,029,825.

    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: 193,487 shares
    • Evelyn Partners Investment Management LLP: 811,531 shares

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

  4. period ended2025-09-30
    13F 947,570 shares
    Change vs previous 13F +8,220 shares

    0.82% of the 13F portfolio, value $34,766,342.

    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: 185,647 shares
    • Evelyn Partners Investment Management LLP: 761,923 shares

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

  5. period ended2025-06-30
    13F/A 939,350 shares
    Change vs previous 13F +37,554 shares

    0.72% of the 13F portfolio, value $28,274,435.

    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: 180,937 shares
    • Evelyn Partners Investment Management LLP: 758,413 shares

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

  6. period ended2025-03-31
    13F/A 901,796 shares
    Change vs previous 13F +9,742 shares

    0.71% of the 13F portfolio, value $25,620,024.

    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: 182,041 shares
    • Evelyn Partners Investment Management LLP: 719,755 shares

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

  7. period ended2024-12-31
    13F 892,054 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $21,195,203.

    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: 187,126 shares
    • Evelyn Partners Investment Management LLP: 704,928 shares

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