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Disclosery

Evelyn Partners Group Ltd: DIS position timeline

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

Evelyn Partners Group Ltd held 282,681 DIS 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 282,681 shares
    Change vs previous 13F +12,544 shares

    0.06% of the 13F portfolio, value $27,208,127.

    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 270,137 shares
    Change vs previous 13F -88,968 shares

    0.53% of the 13F portfolio, value $26,035,804.

    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: 85,308 shares
    • Evelyn Partners Investment Management LLP: 111,068 shares
    • Evelyn Partners Asset Management Ltd: 73,761 shares

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

  3. period ended2025-12-31
    13F 359,105 shares
    Change vs previous 13F -4,140 shares

    0.84% of the 13F portfolio, value $40,855,376.

    13F-HR 0001420506-26-000368 filed by Evelyn Partners Investment Management Services Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 157,727 shares
    • Evelyn Partners Investment Management LLP: 114,009 shares
    • Evelyn Partners Asset Management Ltd: 87,369 shares

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

  4. period ended2025-09-30
    13F 363,245 shares
    Change vs previous 13F +9,817 shares

    0.88% of the 13F portfolio, value $41,591,555.

    13F-HR 0001420506-25-003428 filed by Evelyn Partners Investment Management Services Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 149,965 shares
    • Evelyn Partners Investment Management LLP: 114,163 shares
    • Evelyn Partners Asset Management Ltd: 99,117 shares

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

  5. period ended2025-06-30
    13F/A 353,428 shares
    Change vs previous 13F -8,090 shares

    1.01% of the 13F portfolio, value $43,834,599.

    13F-HR/A 0001420506-25-003503 filed by Evelyn Partners Investment Management Services Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 141,436 shares
    • Evelyn Partners Investment Management LLP: 123,550 shares
    • Evelyn Partners Asset Management Ltd: 88,442 shares

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

  6. period ended2025-03-31
    13F/A 361,518 shares
    Change vs previous 13F -15,891 shares

    0.9% of the 13F portfolio, value $35,681,826.

    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: 140,465 shares
    • Evelyn Partners Investment Management LLP: 141,196 shares
    • Evelyn Partners Asset Management Ltd: 79,857 shares

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

  7. period ended2024-12-31
    13F 377,409 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $42,024,492.

    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: 131,893 shares
    • Evelyn Partners Investment Management LLP: 155,263 shares
    • Evelyn Partners Asset Management Ltd: 90,253 shares

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