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Disclosery

Evelyn Partners Group Ltd: DBMF position timeline

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

Evelyn Partners Group Ltd held 501,057 DBMF 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 501,057 shares
    Change vs previous 13F +77,157 shares

    0.03% of the 13F portfolio, value $15,337,359.

    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 423,900 shares
    Change vs previous 13F -12,184 shares

    0.26% of the 13F portfolio, value $12,780,585.

    13F-HR 0001420506-26-001047 filed by Evelyn Partners Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 120,554 shares
    • Evelyn Partners Investment Management LLP: 6,250 shares
    • Evelyn Partners Asset Management Ltd: 297,096 shares

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

  3. period ended2025-12-31
    13F 436,084 shares
    Change vs previous 13F -54,047 shares

    0.25% of the 13F portfolio, value $12,236,517.

    13F-HR 0001420506-26-000366 filed by Evelyn Partners Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 127,654 shares
    • Evelyn Partners Investment Management LLP: 6,250 shares
    • Evelyn Partners Asset Management Ltd: 302,180 shares

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

  4. period ended2025-09-30
    13F 490,131 shares
    Change vs previous 13F -12,436 shares

    0.28% of the 13F portfolio, value $13,385,477.

    13F-HR 0001420506-25-003422 filed by Evelyn Partners Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 121,477 shares
    • Evelyn Partners Investment Management LLP: 6,250 shares
    • Evelyn Partners Asset Management Ltd: 362,404 shares

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

  5. period ended2025-06-30
    13F/A 502,567 shares
    Change vs previous 13F -28,546 shares

    0.3% of the 13F portfolio, value $12,931,049.

    13F-HR/A 0001420506-25-003506 filed by Evelyn Partners Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 121,170 shares
    • Evelyn Partners Investment Management LLP: 4,500 shares
    • Evelyn Partners Asset Management Ltd: 376,897 shares

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

  6. period ended2025-03-31
    13F/A 531,113 shares
    Change vs previous 13F +14,573 shares

    1.39% of the 13F portfolio, value $13,415,914.

    13F-HR/A 0001420506-25-003528 filed by Evelyn Partners Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 124,142 shares
    • Evelyn Partners Asset Management Ltd: 406,971 shares

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

  7. period ended2024-12-31
    13F 516,540 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $13,512,686.

    13F-HR 0001420506-25-003536 filed by Evelyn Partners Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 123,937 shares
    • Evelyn Partners Asset Management Ltd: 392,603 shares

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