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Disclosery

Evelyn Partners Group Ltd: IP position timeline

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

Evelyn Partners Group Ltd held 61,986 IP 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 61,986 shares
    Change vs previous 13F +4,106 shares

    0.01% of the 13F portfolio, value $2,361,674.

    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 57,880 shares
    Change vs previous 13F -8,572 shares

    0.05% of the 13F portfolio, value $2,066,316.

    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: 9,516 shares
    • Evelyn Partners Investment Management LLP: 48,364 shares

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

  3. period ended2025-12-31
    13F 66,452 shares
    Change vs previous 13F -17,044 shares

    0.06% of the 13F portfolio, value $2,617,544.

    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: 10,339 shares
    • Evelyn Partners Investment Management LLP: 56,113 shares

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

  4. period ended2025-09-30
    13F 83,496 shares
    Change vs previous 13F -5,079 shares

    0.09% of the 13F portfolio, value $3,874,215.

    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: 17,570 shares
    • Evelyn Partners Investment Management LLP: 65,926 shares

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

  5. period ended2025-06-30
    13F/A 88,575 shares
    Change vs previous 13F -20,215 shares

    0.11% of the 13F portfolio, value $4,147,967.

    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: 19,463 shares
    • Evelyn Partners Investment Management LLP: 69,112 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 108,790 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $5,803,946.

    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: 28,947 shares
    • Evelyn Partners Investment Management LLP: 79,549 shares
    • Evelyn Partners Asset Management Ltd: 294 shares

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