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Disclosery

Evelyn Partners Group Ltd: FERG position timeline

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

Evelyn Partners Group Ltd held 55,209 FERG 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 55,209 shares
    Change vs previous 13F -7,320 shares

    0.03% of the 13F portfolio, value $13,102,758.

    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 62,529 shares
    Change vs previous 13F -1,789 shares

    0.32% of the 13F portfolio, value $14,585,514.

    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: 13,851 shares
    • Evelyn Partners Investment Management LLP: 48,678 shares

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

  3. period ended2025-12-31
    13F 64,318 shares
    Change vs previous 13F -3,175 shares

    0.32% of the 13F portfolio, value $14,319,117.

    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: 14,725 shares
    • Evelyn Partners Investment Management LLP: 49,593 shares

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

  4. period ended2025-09-30
    13F 67,493 shares
    Change vs previous 13F -3,756 shares

    0.36% of the 13F portfolio, value $15,157,578.

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

    • Evelyn Partners Investment Management Services Ltd: 14,900 shares
    • Evelyn Partners Investment Management LLP: 52,593 shares

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

  5. period ended2025-06-30
    13F/A 71,249 shares
    Change vs previous 13F -3,902 shares

    0.39% of the 13F portfolio, value $15,514,470.

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

    • Evelyn Partners Investment Management Services Ltd: 16,984 shares
    • Evelyn Partners Investment Management LLP: 54,265 shares

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

  6. period ended2025-03-31
    13F/A 75,151 shares
    Change vs previous 13F -1,106 shares

    0.33% of the 13F portfolio, value $12,041,444.

    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: 16,984 shares
    • Evelyn Partners Investment Management LLP: 58,167 shares

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

  7. period ended2024-12-31
    13F 76,257 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $13,235,928.

    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: 17,974 shares
    • Evelyn Partners Investment Management LLP: 58,283 shares

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