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Disclosery

Evelyn Partners Group Ltd: MA position timeline

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

Evelyn Partners Group Ltd held 133,786 MA 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 133,786 shares
    Change vs previous 13F +26,655 shares

    0.15% of the 13F portfolio, value $68,712,500.

    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 107,131 shares
    Change vs previous 13F -1,359 shares

    1.08% of the 13F portfolio, value $53,529,075.

    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: 26,864 shares
    • Evelyn Partners Investment Management LLP: 64,591 shares
    • Evelyn Partners Asset Management Ltd: 15,676 shares

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

  3. period ended2025-12-31
    13F 108,490 shares
    Change vs previous 13F -1,267 shares

    1.28% of the 13F portfolio, value $61,934,772.

    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: 21,437 shares
    • Evelyn Partners Investment Management LLP: 71,566 shares
    • Evelyn Partners Asset Management Ltd: 15,487 shares

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

  4. period ended2025-09-30
    13F 109,757 shares
    Change vs previous 13F +3,733 shares

    1.33% of the 13F portfolio, value $62,430,879.

    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: 20,738 shares
    • Evelyn Partners Investment Management LLP: 71,213 shares
    • Evelyn Partners Asset Management Ltd: 17,806 shares

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

  5. period ended2025-06-30
    13F/A 106,024 shares
    Change vs previous 13F +3,941 shares

    1.38% of the 13F portfolio, value $59,579,127.

    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: 19,015 shares
    • Evelyn Partners Investment Management LLP: 70,224 shares
    • Evelyn Partners Asset Management Ltd: 16,785 shares

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

  6. period ended2025-03-31
    13F/A 102,083 shares
    Change vs previous 13F -5,055 shares

    1.41% of the 13F portfolio, value $55,953,734.

    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: 18,376 shares
    • Evelyn Partners Investment Management LLP: 66,891 shares
    • Evelyn Partners Asset Management Ltd: 16,816 shares

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

  7. period ended2024-12-31
    13F 107,138 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $56,415,657.

    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: 18,877 shares
    • Evelyn Partners Investment Management LLP: 68,708 shares
    • Evelyn Partners Asset Management Ltd: 19,553 shares

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