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Disclosery

Evelyn Partners Group Ltd: IBM position timeline

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

Evelyn Partners Group Ltd held 8,736 IBM 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 8,736 shares
    Change vs previous 13F -212 shares

    0.01% of the 13F portfolio, value $2,456,653.

    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 8,948 shares
    Change vs previous 13F -85 shares

    0.04% of the 13F portfolio, value $2,168,906.

    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: 95 shares
    • Evelyn Partners Investment Management LLP: 8,809 shares
    • Evelyn Partners Asset Management Ltd: 44 shares

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

  3. period ended2025-12-31
    13F 9,033 shares
    Change vs previous 13F -387 shares

    0.06% of the 13F portfolio, value $2,675,665.

    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: 95 shares
    • Evelyn Partners Investment Management LLP: 8,894 shares
    • Evelyn Partners Asset Management Ltd: 44 shares

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

  4. period ended2025-09-30
    13F 9,420 shares
    Change vs previous 13F -25 shares

    0.06% of the 13F portfolio, value $2,657,947.

    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: 245 shares
    • Evelyn Partners Investment Management LLP: 9,175 shares

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

  5. period ended2025-06-30
    13F/A 9,445 shares
    Change vs previous 13F -280 shares

    0.07% of the 13F portfolio, value $2,784,197.

    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: 95 shares
    • Evelyn Partners Investment Management LLP: 9,350 shares

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

  6. period ended2025-03-31
    13F/A 9,725 shares
    Change vs previous 13F -855 shares

    0.07% of the 13F portfolio, value $2,418,219.

    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: 95 shares
    • Evelyn Partners Investment Management LLP: 9,630 shares

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

  7. period ended2024-12-31
    13F 10,580 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,325,802.

    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: 232 shares
    • Evelyn Partners Investment Management LLP: 10,348 shares

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