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Disclosery

Evelyn Partners Group Ltd: CRM position timeline

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

Evelyn Partners Group Ltd held 4,410 CRM 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 4,410 shares
    Change vs previous 13F -21,795 shares

    <0.01% of the 13F portfolio, value $690,875.

    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 26,205 shares
    Change vs previous 13F -1,322 shares

    0.1% of the 13F portfolio, value $4,891,687.

    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: 1,758 shares
    • Evelyn Partners Investment Management LLP: 24,115 shares
    • Evelyn Partners Asset Management Ltd: 332 shares

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

  3. period ended2025-12-31
    13F 27,527 shares
    Change vs previous 13F -1,690 shares

    0.15% of the 13F portfolio, value $7,292,178.

    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: 2,024 shares
    • Evelyn Partners Investment Management LLP: 25,171 shares
    • Evelyn Partners Asset Management Ltd: 332 shares

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

  4. period ended2025-09-30
    13F 29,217 shares
    Change vs previous 13F -489 shares

    0.15% of the 13F portfolio, value $6,924,429.

    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: 3,360 shares
    • Evelyn Partners Investment Management LLP: 25,525 shares
    • Evelyn Partners Asset Management Ltd: 332 shares

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

  5. period ended2025-06-30
    13F/A 29,706 shares
    Change vs previous 13F +585 shares

    0.19% of the 13F portfolio, value $8,100,529.

    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: 3,271 shares
    • Evelyn Partners Investment Management LLP: 26,122 shares
    • Evelyn Partners Asset Management Ltd: 313 shares

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

  6. period ended2025-03-31
    13F/A 29,121 shares
    Change vs previous 13F +1,161 shares

    0.2% of the 13F portfolio, value $7,814,911.

    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: 3,832 shares
    • Evelyn Partners Investment Management LLP: 24,976 shares
    • Evelyn Partners Asset Management Ltd: 313 shares

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

  7. period ended2024-12-31
    13F 27,960 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $9,347,866.

    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: 3,618 shares
    • Evelyn Partners Investment Management LLP: 24,029 shares
    • Evelyn Partners Asset Management Ltd: 313 shares

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