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Disclosery

Evelyn Partners Group Ltd: GS position timeline

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

Evelyn Partners Group Ltd held 69,625 GS 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 69,625 shares
    Change vs previous 13F +13,323 shares

    0.15% of the 13F portfolio, value $70,416,648.

    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 56,302 shares
    Change vs previous 13F -13,014 shares

    0.96% of the 13F portfolio, value $47,630,928.

    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: 16,672 shares
    • Evelyn Partners Investment Management LLP: 39,470 shares
    • Evelyn Partners Asset Management Ltd: 160 shares

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

  3. period ended2025-12-31
    13F 69,316 shares
    Change vs previous 13F -3,595 shares

    1.26% of the 13F portfolio, value $60,928,764.

    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: 24,954 shares
    • Evelyn Partners Investment Management LLP: 41,729 shares
    • Evelyn Partners Asset Management Ltd: 2,633 shares

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

  4. period ended2025-09-30
    13F 72,911 shares
    Change vs previous 13F -542 shares

    1.23% of the 13F portfolio, value $58,062,673.

    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: 24,826 shares
    • Evelyn Partners Investment Management LLP: 45,508 shares
    • Evelyn Partners Asset Management Ltd: 2,577 shares

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

  5. period ended2025-06-30
    13F/A 73,453 shares
    Change vs previous 13F -8,406 shares

    1.2% of the 13F portfolio, value $51,986,361.

    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: 24,075 shares
    • Evelyn Partners Investment Management LLP: 46,920 shares
    • Evelyn Partners Asset Management Ltd: 2,458 shares

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

  6. period ended2025-03-31
    13F/A 81,859 shares
    Change vs previous 13F -1,243 shares

    1.13% of the 13F portfolio, value $44,718,752.

    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: 14,580 shares
    • Evelyn Partners Investment Management LLP: 66,932 shares
    • Evelyn Partners Asset Management Ltd: 347 shares

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

  7. period ended2024-12-31
    13F 83,102 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $47,585,867.

    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: 11,884 shares
    • Evelyn Partners Investment Management LLP: 71,141 shares
    • Evelyn Partners Asset Management Ltd: 77 shares

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