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Disclosery

Evelyn Partners Group Ltd: PEP position timeline

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

Evelyn Partners Group Ltd held 40,319 PEP 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 40,319 shares
    Change vs previous 13F -7,982 shares

    0.01% of the 13F portfolio, value $5,459,195.

    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 48,301 shares
    Change vs previous 13F -59,269 shares

    0.15% of the 13F portfolio, value $7,500,663.

    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: 10,959 shares
    • Evelyn Partners Investment Management LLP: 36,016 shares
    • Evelyn Partners Asset Management Ltd: 1,326 shares

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

  3. period ended2025-12-31
    13F 107,570 shares
    Change vs previous 13F -27,035 shares

    0.32% of the 13F portfolio, value $15,438,446.

    13F-HR 0001420506-26-000368 filed by Evelyn Partners Investment Management Services Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 51,316 shares
    • Evelyn Partners Investment Management LLP: 42,942 shares
    • Evelyn Partners Asset Management Ltd: 13,312 shares

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

  4. period ended2025-09-30
    13F 134,605 shares
    Change vs previous 13F -7,977 shares

    0.4% of the 13F portfolio, value $18,903,926.

    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: 54,255 shares
    • Evelyn Partners Investment Management LLP: 65,666 shares
    • Evelyn Partners Asset Management Ltd: 14,684 shares

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

  5. period ended2025-06-30
    13F/A 142,582 shares
    Change vs previous 13F -53,733 shares

    0.43% of the 13F portfolio, value $18,826,527.

    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: 56,128 shares
    • Evelyn Partners Investment Management LLP: 72,596 shares
    • Evelyn Partners Asset Management Ltd: 13,858 shares

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

  6. period ended2025-03-31
    13F/A 196,315 shares
    Change vs previous 13F -14,506 shares

    0.74% of the 13F portfolio, value $29,435,472.

    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: 59,803 shares
    • Evelyn Partners Investment Management LLP: 117,109 shares
    • Evelyn Partners Asset Management Ltd: 19,403 shares

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

  7. period ended2024-12-31
    13F 210,821 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $32,063,273.

    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: 57,119 shares
    • Evelyn Partners Investment Management LLP: 130,157 shares
    • Evelyn Partners Asset Management Ltd: 23,545 shares

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