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Disclosery

Evelyn Partners Group Ltd: EWG position timeline

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

Evelyn Partners Group Ltd held 150 EWG 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 150 shares
    Change vs previous 13F -109 shares

    <0.01% of the 13F portfolio, value $6,206.

    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 259 shares
    Change vs previous 13F -146,543 shares

    <0.01% of the 13F portfolio, value $10,275.

    13F-HR 0001420506-26-001053 filed by Evelyn Partners Investment Management Services Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 259 shares
    • Evelyn Partners Asset Management Ltd: 0 shares

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

  3. period ended2025-12-31
    13F 146,802 shares
    Change vs previous 13F +24,528 shares

    0.51% of the 13F portfolio, value $6,239,086.

    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: 29,338 shares
    • Evelyn Partners Asset Management Ltd: 117,464 shares

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

  4. period ended2025-09-30
    13F 122,274 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $5,087,821.

    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: 19,610 shares
    • Evelyn Partners Asset Management Ltd: 102,664 shares

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