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Disclosery

Evelyn Partners Group Ltd: MSCI position timeline

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

Evelyn Partners Group Ltd held 6,081 MSCI 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 6,081 shares
    Change vs previous 13F -787 shares

    0.01% of the 13F portfolio, value $3,405,608.

    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 6,868 shares
    Change vs previous 13F -176 shares

    0.08% of the 13F portfolio, value $3,701,921.

    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: 1,907 shares
    • Evelyn Partners Investment Management LLP: 4,961 shares

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

  3. period ended2025-12-31
    13F 7,044 shares
    Change vs previous 13F -158 shares

    0.09% of the 13F portfolio, value $4,041,354.

    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: 1,884 shares
    • Evelyn Partners Investment Management LLP: 5,160 shares

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

  4. period ended2025-09-30
    13F 7,202 shares
    Change vs previous 13F -263 shares

    0.1% of the 13F portfolio, value $4,086,486.

    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: 1,767 shares
    • Evelyn Partners Investment Management LLP: 5,435 shares

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

  5. period ended2025-06-30
    13F/A 7,465 shares
    Change vs previous 13F -794 shares

    0.11% of the 13F portfolio, value $4,305,364.

    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: 1,855 shares
    • Evelyn Partners Investment Management LLP: 5,610 shares

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

  6. period ended2025-03-31
    13F/A 8,259 shares
    Change vs previous 13F -620 shares

    0.13% of the 13F portfolio, value $4,670,465.

    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: 1,854 shares
    • Evelyn Partners Investment Management LLP: 6,405 shares

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

  7. period ended2024-12-31
    13F 8,879 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $5,327,489.

    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: 2,162 shares
    • Evelyn Partners Investment Management LLP: 6,717 shares

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