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Disclosery

Evelyn Partners Group Ltd: EPP position timeline

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

Evelyn Partners Group Ltd held 7,741 EPP shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 7,741 shares
    Change vs previous 13F -559 shares

    0.01% of the 13F portfolio, value $411,357.

    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 LLP: 3,300 shares
    • Evelyn Partners Asset Management Ltd: 4,441 shares

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

  2. period ended2025-12-31
    13F 8,300 shares
    Change vs previous 13F +300 shares

    0.01% of the 13F portfolio, value $418,901.

    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 LLP: 3,300 shares
    • Evelyn Partners Asset Management Ltd: 5,000 shares

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

  3. period ended2025-09-30
    13F 8,000 shares
    Change vs previous 13F +3,300 shares

    0.01% of the 13F portfolio, value $412,480.

    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 LLP: 3,000 shares
    • Evelyn Partners Asset Management Ltd: 5,000 shares

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

  4. period ended2025-06-30
    13F/A 4,700 shares
    Change vs previous 13F -596 shares

    0.01% of the 13F portfolio, value $232,039.

    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 LLP: 1,500 shares
    • Evelyn Partners Asset Management Ltd: 3,200 shares

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

  5. period ended2025-03-31
    13F/A 5,296 shares
    Change vs previous 13F +2,096 shares

    0.01% of the 13F portfolio, value $233,554.

    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 LLP: 2,096 shares
    • Evelyn Partners Asset Management Ltd: 3,200 shares

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

  6. period ended2024-12-31
    13F 3,200 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $140,192.

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

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