Skip to content
Disclosery

Evelyn Partners Group Ltd: IBKR position timeline

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

Evelyn Partners Group Ltd held 159,819 IBKR 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 159,819 shares
    Change vs previous 13F +11,460 shares

    0.03% of the 13F portfolio, value $13,910,647.

    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 148,359 shares
    Change vs previous 13F -15,096 shares

    0.22% of the 13F portfolio, value $9,950,438.

    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: 317 shares
    • Evelyn Partners Investment Management LLP: 148,042 shares

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

  3. period ended2025-12-31
    13F 163,455 shares
    Change vs previous 13F -18,403 shares

    0.24% of the 13F portfolio, value $10,511,791.

    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: 317 shares
    • Evelyn Partners Investment Management LLP: 163,138 shares

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

  4. period ended2025-09-30
    13F 181,858 shares
    Change vs previous 13F +50,584 shares

    0.29% of the 13F portfolio, value $12,513,649.

    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: 307 shares
    • Evelyn Partners Investment Management LLP: 181,551 shares

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

  5. period ended2025-06-30
    13F/A 131,274 shares
    Change vs previous 13F +100,650 shares

    0.18% of the 13F portfolio, value $7,273,892.

    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: 232 shares
    • Evelyn Partners Investment Management LLP: 131,042 shares

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

  6. period ended2025-03-31
    13F/A 30,624 shares
    Change vs previous 13F +4,822 shares

    0.04% of the 13F portfolio, value $1,267,757.

    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 25,802 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,139,610.

    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).