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Disclosery

Evelyn Partners Group Ltd: IEF position timeline

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

Evelyn Partners Group Ltd held 11,005 IEF shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 11,005 shares
    Change vs previous 13F +15 shares

    0.26% of the 13F portfolio, value $1,050,300.

    13F-HR 0001420506-26-001047 filed by Evelyn Partners Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 10,990 shares
    Change vs previous 13F +240 shares

    0.25% of the 13F portfolio, value $1,056,812.

    13F-HR 0001420506-26-000366 filed by Evelyn Partners Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 10,750 shares
    Change vs previous 13F +10 shares

    0.23% of the 13F portfolio, value $1,036,914.

    13F-HR 0001420506-25-003422 filed by Evelyn Partners Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F/A 10,740 shares
    Change vs previous 13F +15 shares

    0.26% of the 13F portfolio, value $1,028,561.

    13F-HR/A 0001420506-25-003506 filed by Evelyn Partners Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F/A 10,725 shares
    Change vs previous 13F -962 shares

    0.28% of the 13F portfolio, value $1,022,868.

    13F-HR/A 0001420506-25-003528 filed by Evelyn Partners Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 11,687 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,080,463.

    13F-HR 0001420506-25-003536 filed by Evelyn Partners Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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