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Disclosery

Evelyn Partners Group Ltd: IWP position timeline

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

Evelyn Partners Group Ltd held 224 IWP 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 224 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $28,699.

    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 224 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $30,675.

    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 224 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $31,900.

    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 224 shares
    Change vs previous 13F -666 shares

    0.01% of the 13F portfolio, value $31,064.

    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: 0 shares
    • Evelyn Partners Asset Management Ltd: 224 shares

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

  5. period ended2025-03-31
    13F/A 890 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $104,566.

    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: 666 shares
    • Evelyn Partners Asset Management Ltd: 224 shares

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

  6. period ended2024-12-31
    13F 890 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $112,808.

    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: 666 shares
    • Evelyn Partners Asset Management Ltd: 224 shares

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