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Disclosery

Evelyn Partners Group Ltd: IWM position timeline

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

Evelyn Partners Group Ltd held 9,539 IWM 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 9,539 shares
    Change vs previous 13F -204 shares

    0.06% of the 13F portfolio, value $2,365,620.

    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: 2,180 shares
    • Evelyn Partners Asset Management Ltd: 7,359 shares

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

  2. period ended2025-12-31
    13F 9,743 shares
    Change vs previous 13F +155 shares

    0.06% of the 13F portfolio, value $2,398,400.

    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: 2,395 shares
    • Evelyn Partners Asset Management Ltd: 7,348 shares

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

  3. period ended2025-09-30
    13F 9,588 shares
    Change vs previous 13F -850 shares

    0.06% of the 13F portfolio, value $2,319,813.

    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: 2,395 shares
    • Evelyn Partners Asset Management Ltd: 7,193 shares

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

  4. period ended2025-06-30
    13F/A 10,438 shares
    Change vs previous 13F +59 shares

    0.06% of the 13F portfolio, value $2,252,327.

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

    • Evelyn Partners Investment Management LLP: 2,395 shares
    • Evelyn Partners Asset Management Ltd: 8,043 shares

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

  5. period ended2025-03-31
    13F/A 10,379 shares
    Change vs previous 13F -3,486 shares

    0.06% of the 13F portfolio, value $2,070,518.

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

    • Evelyn Partners Investment Management LLP: 2,345 shares
    • Evelyn Partners Asset Management Ltd: 8,034 shares

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

  6. period ended2024-12-31
    13F 13,865 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,063,610.

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

    • Evelyn Partners Investment Management LLP: 2,345 shares
    • Evelyn Partners Asset Management Ltd: 11,520 shares

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