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Disclosery

Evelyn Partners Group Ltd: EA position timeline

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

Evelyn Partners Group Ltd held 3,855 EA 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 3,855 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $790,429.

    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 3,855 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $785,919.

    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 LLP: 3,345 shares
    • Evelyn Partners Asset Management Ltd: 510 shares

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

  3. period ended2025-12-31
    13F 3,855 shares
    Change vs previous 13F -12,528 shares

    0.02% of the 13F portfolio, value $787,692.

    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: 0 shares
    • Evelyn Partners Investment Management LLP: 3,345 shares
    • Evelyn Partners Asset Management Ltd: 510 shares

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

  4. period ended2025-09-30
    13F 16,383 shares
    Change vs previous 13F +153 shares

    0.07% of the 13F portfolio, value $3,304,451.

    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: 12,528 shares
    • Evelyn Partners Investment Management LLP: 3,345 shares
    • Evelyn Partners Asset Management Ltd: 510 shares

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

  5. period ended2025-06-30
    13F/A 16,230 shares
    Change vs previous 13F -200 shares

    0.06% of the 13F portfolio, value $2,591,931.

    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: 12,206 shares
    • Evelyn Partners Investment Management LLP: 3,514 shares
    • Evelyn Partners Asset Management Ltd: 510 shares

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

  6. period ended2025-03-31
    13F/A 16,430 shares
    Change vs previous 13F +1,243 shares

    0.06% of the 13F portfolio, value $2,374,463.

    13F-HR/A 0001420506-25-003531 filed by Evelyn Partners Investment Management Services Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 12,206 shares
    • Evelyn Partners Investment Management LLP: 3,714 shares
    • Evelyn Partners Asset Management Ltd: 510 shares

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

  7. period ended2024-12-31
    13F 15,187 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,221,858.

    13F-HR 0001420506-25-003539 filed by Evelyn Partners Investment Management Services Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 10,963 shares
    • Evelyn Partners Investment Management LLP: 3,714 shares
    • Evelyn Partners Asset Management Ltd: 510 shares

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