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Disclosery

Evelyn Partners Group Ltd: OTIS position timeline

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

Evelyn Partners Group Ltd held 3,544 OTIS 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 3,544 shares
    Change vs previous 13F +427 shares

    <0.01% of the 13F portfolio, value $253,750.

    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 3,117 shares
    Change vs previous 13F +75 shares

    <0.01% of the 13F portfolio, value $240,258.

    13F-HR 0001420506-26-001047 filed by Evelyn Partners Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 878 shares
    • Evelyn Partners Investment Management LLP: 1,080 shares
    • Evelyn Partners Asset Management Ltd: 1,159 shares

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

  3. period ended2025-12-31
    13F 3,042 shares
    Change vs previous 13F +455 shares

    0.01% of the 13F portfolio, value $265,719.

    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: 878 shares
    • Evelyn Partners Investment Management LLP: 1,565 shares
    • Evelyn Partners Asset Management Ltd: 599 shares

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

  4. period ended2025-09-30
    13F 2,587 shares
    Change vs previous 13F -46 shares

    0.01% of the 13F portfolio, value $236,530.

    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: 862 shares
    • Evelyn Partners Investment Management LLP: 1,126 shares
    • Evelyn Partners Asset Management Ltd: 599 shares

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

  5. period ended2025-06-30
    13F/A 2,633 shares
    Change vs previous 13F -214 shares

    0.01% of the 13F portfolio, value $260,719.

    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: 862 shares
    • Evelyn Partners Investment Management LLP: 1,172 shares
    • Evelyn Partners Asset Management Ltd: 599 shares

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

  6. period ended2025-03-31
    13F/A 2,847 shares
    Change vs previous 13F +978 shares

    0.01% of the 13F portfolio, value $293,810.

    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: 862 shares
    • Evelyn Partners Investment Management LLP: 1,386 shares
    • Evelyn Partners Asset Management Ltd: 599 shares

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

  7. period ended2024-12-31
    13F 1,869 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $173,088.

    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: 447 shares
    • Evelyn Partners Investment Management LLP: 1,230 shares
    • Evelyn Partners Asset Management Ltd: 192 shares

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