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Evelyn Partners Group Ltd: NDAQ position timeline

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

Evelyn Partners Group Ltd held 576,299 NDAQ 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 576,299 shares
    Change vs previous 13F +70,002 shares

    0.1% of the 13F portfolio, value $45,423,932.

    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 506,297 shares
    Change vs previous 13F +9,770 shares

    0.87% of the 13F portfolio, value $42,979,552.

    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: 77,843 shares
    • Evelyn Partners Investment Management LLP: 428,067 shares
    • Evelyn Partners Asset Management Ltd: 387 shares

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

  3. period ended2025-12-31
    13F 496,527 shares
    Change vs previous 13F +21,719 shares

    1% of the 13F portfolio, value $48,227,667.

    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: 65,896 shares
    • Evelyn Partners Investment Management LLP: 430,244 shares
    • Evelyn Partners Asset Management Ltd: 387 shares

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

  4. period ended2025-09-30
    13F 474,808 shares
    Change vs previous 13F +20,888 shares

    0.89% of the 13F portfolio, value $41,996,766.

    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: 58,085 shares
    • Evelyn Partners Investment Management LLP: 416,336 shares
    • Evelyn Partners Asset Management Ltd: 387 shares

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

  5. period ended2025-06-30
    13F/A 453,920 shares
    Change vs previous 13F +41,105 shares

    0.94% of the 13F portfolio, value $40,589,527.

    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: 37,086 shares
    • Evelyn Partners Investment Management LLP: 416,447 shares
    • Evelyn Partners Asset Management Ltd: 387 shares

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

  6. period ended2025-03-31
    13F/A 412,815 shares
    Change vs previous 13F +67,653 shares

    0.79% of the 13F portfolio, value $31,316,147.

    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: 33,218 shares
    • Evelyn Partners Investment Management LLP: 379,210 shares
    • Evelyn Partners Asset Management Ltd: 387 shares

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

  7. period ended2024-12-31
    13F 345,162 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $26,684,474.

    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: 20,332 shares
    • Evelyn Partners Investment Management LLP: 324,443 shares
    • Evelyn Partners Asset Management Ltd: 387 shares

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