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Disclosery

Evelyn Partners Group Ltd: HRI position timeline

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

Evelyn Partners Group Ltd held 768 HRI 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 768 shares
    Change vs previous 13F -80 shares

    <0.01% of the 13F portfolio, value $110,084.

    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 848 shares
    Change vs previous 13F -12,678 shares

    <0.01% of the 13F portfolio, value $84,418.

    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: 255 shares
    • Evelyn Partners Investment Management LLP: 593 shares

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

  3. period ended2025-12-31
    13F 13,526 shares
    Change vs previous 13F -794 shares

    0.05% of the 13F portfolio, value $2,006,988.

    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: 255 shares
    • Evelyn Partners Investment Management LLP: 13,271 shares

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

  4. period ended2025-09-30
    13F 14,320 shares
    Change vs previous 13F -8,220 shares

    0.04% of the 13F portfolio, value $1,670,571.

    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: 255 shares
    • Evelyn Partners Investment Management LLP: 14,065 shares

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

  5. period ended2025-06-30
    13F/A 22,540 shares
    Change vs previous 13F -5,960 shares

    0.08% of the 13F portfolio, value $2,968,292.

    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: 802 shares
    • Evelyn Partners Investment Management LLP: 21,738 shares

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

  6. period ended2025-03-31
    13F/A 28,500 shares
    Change vs previous 13F +91 shares

    0.11% of the 13F portfolio, value $3,826,696.

    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: 802 shares
    • Evelyn Partners Investment Management LLP: 27,698 shares

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

  7. period ended2024-12-31
    13F 28,409 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $5,378,677.

    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: 347 shares
    • Evelyn Partners Investment Management LLP: 28,062 shares

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