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Disclosery

Evelyn Partners Group Ltd: MSFT position timeline

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

Evelyn Partners Group Ltd held 934,190 MSFT 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 934,190 shares
    Change vs previous 13F +72,522 shares

    0.74% of the 13F portfolio, value $348,471,573.

    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 861,668 shares
    Change vs previous 13F +44,790 shares

    6.46% of the 13F portfolio, value $318,963,643.

    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: 117,766 shares
    • Evelyn Partners Investment Management LLP: 703,648 shares
    • Evelyn Partners Asset Management Ltd: 40,254 shares

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

  3. period ended2025-12-31
    13F 816,878 shares
    Change vs previous 13F +2,045 shares

    8.16% of the 13F portfolio, value $395,058,539.

    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: 106,643 shares
    • Evelyn Partners Investment Management LLP: 672,530 shares
    • Evelyn Partners Asset Management Ltd: 37,705 shares

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

  4. period ended2025-09-30
    13F 814,833 shares
    Change vs previous 13F +3,605 shares

    8.97% of the 13F portfolio, value $422,042,762.

    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: 103,350 shares
    • Evelyn Partners Investment Management LLP: 666,150 shares
    • Evelyn Partners Asset Management Ltd: 45,333 shares

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

  5. period ended2025-06-30
    13F/A 811,228 shares
    Change vs previous 13F +62,180 shares

    9.32% of the 13F portfolio, value $403,512,919.

    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: 101,909 shares
    • Evelyn Partners Investment Management LLP: 665,330 shares
    • Evelyn Partners Asset Management Ltd: 43,989 shares

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

  6. period ended2025-03-31
    13F/A 749,048 shares
    Change vs previous 13F +11,461 shares

    7.08% of the 13F portfolio, value $281,185,139.

    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: 98,722 shares
    • Evelyn Partners Investment Management LLP: 606,366 shares
    • Evelyn Partners Asset Management Ltd: 43,960 shares

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

  7. period ended2024-12-31
    13F 737,587 shares
    Change vs previous 13F not available

    7.72% of the 13F portfolio, value $310,892,921.

    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: 90,903 shares
    • Evelyn Partners Investment Management LLP: 598,858 shares
    • Evelyn Partners Asset Management Ltd: 47,826 shares

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