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Disclosery

Evelyn Partners Group Ltd: IEX position timeline

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

Evelyn Partners Group Ltd held 250,896 IEX 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 250,896 shares
    Change vs previous 13F +22,031 shares

    0.12% of the 13F portfolio, value $56,940,950.

    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 228,865 shares
    Change vs previous 13F +19,977 shares

    0.96% of the 13F portfolio, value $43,381,361.

    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: 23,574 shares
    • Evelyn Partners Investment Management LLP: 205,291 shares

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

  3. period ended2025-12-31
    13F 208,888 shares
    Change vs previous 13F +20,572 shares

    0.84% of the 13F portfolio, value $37,169,530.

    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: 23,529 shares
    • Evelyn Partners Investment Management LLP: 185,359 shares

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

  4. period ended2025-09-30
    13F 188,316 shares
    Change vs previous 13F -4,097 shares

    0.72% of the 13F portfolio, value $30,650,312.

    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: 18,589 shares
    • Evelyn Partners Investment Management LLP: 169,727 shares

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

  5. period ended2025-06-30
    13F/A 192,413 shares
    Change vs previous 13F -11,057 shares

    0.86% of the 13F portfolio, value $33,781,951.

    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: 15,412 shares
    • Evelyn Partners Investment Management LLP: 177,001 shares
    • Evelyn Partners Asset Management Ltd: 0 shares

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

  6. period ended2025-03-31
    13F/A 203,470 shares
    Change vs previous 13F -11,698 shares

    0.93% of the 13F portfolio, value $36,821,965.

    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: 15,021 shares
    • Evelyn Partners Investment Management LLP: 188,359 shares
    • Evelyn Partners Asset Management Ltd: 90 shares

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

  7. period ended2024-12-31
    13F 215,168 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $45,032,509.

    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: 18,876 shares
    • Evelyn Partners Investment Management LLP: 196,292 shares

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