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Disclosery

Evelyn Partners Group Ltd: IVV position timeline

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

Evelyn Partners Group Ltd held 5,295 IVV 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 5,295 shares
    Change vs previous 13F +183 shares

    0.08% of the 13F portfolio, value $3,458,747.

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

    • Evelyn Partners Investment Management LLP: 2,403 shares
    • Evelyn Partners Asset Management Ltd: 2,892 shares

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

  2. period ended2025-12-31
    13F 5,112 shares
    Change vs previous 13F +330 shares

    0.09% of the 13F portfolio, value $3,501,414.

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

    • Evelyn Partners Investment Management LLP: 2,373 shares
    • Evelyn Partners Asset Management Ltd: 2,739 shares

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

  3. period ended2025-09-30
    13F 4,782 shares
    Change vs previous 13F +2,298 shares

    0.08% of the 13F portfolio, value $3,200,593.

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

    • Evelyn Partners Investment Management LLP: 2,043 shares
    • Evelyn Partners Asset Management Ltd: 2,739 shares

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

  4. period ended2025-06-30
    13F/A 2,484 shares
    Change vs previous 13F +460 shares

    0.04% of the 13F portfolio, value $1,542,316.

    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 LLP: 1,783 shares
    • Evelyn Partners Asset Management Ltd: 701 shares

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

  5. period ended2025-03-31
    13F/A 2,024 shares
    Change vs previous 13F +110 shares

    0.03% of the 13F portfolio, value $1,137,286.

    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 LLP: 1,323 shares
    • Evelyn Partners Asset Management Ltd: 701 shares

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

  6. period ended2024-12-31
    13F 1,914 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,126,734.

    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 LLP: 1,213 shares
    • Evelyn Partners Asset Management Ltd: 701 shares

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