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Disclosery

Evelyn Partners Group Ltd: EW position timeline

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

Evelyn Partners Group Ltd held 302 EW 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 302 shares
    Change vs previous 13F -552 shares

    <0.01% of the 13F portfolio, value $27,319.

    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 854 shares
    Change vs previous 13F +199 shares

    <0.01% of the 13F portfolio, value $68,388.

    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: 199 shares
    • Evelyn Partners Investment Management LLP: 655 shares

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

  3. period ended2025-12-31
    13F 655 shares
    Change vs previous 13F -1,250 shares

    <0.01% of the 13F portfolio, value $55,839.

    13F-HR 0001420506-26-000370 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 1,905 shares
    Change vs previous 13F +1,002 shares

    <0.01% of the 13F portfolio, value $73,739.

    13F-HR 0001420506-25-003426 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F/A 903 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $70,624.

    13F-HR/A 0001420506-25-003504 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F/A 903 shares
    Change vs previous 13F -411 shares

    <0.01% of the 13F portfolio, value $65,449.

    13F-HR/A 0001420506-25-003530 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 1,314 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $97,275.

    13F-HR 0001420506-25-003538 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

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