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Disclosery

Evelyn Partners Group Ltd: PG position timeline

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

Evelyn Partners Group Ltd held 132,778 PG 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 132,778 shares
    Change vs previous 13F -1,244 shares

    0.04% of the 13F portfolio, value $19,470,566.

    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 134,022 shares
    Change vs previous 13F -40,293 shares

    0.39% of the 13F portfolio, value $19,358,138.

    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: 21,447 shares
    • Evelyn Partners Investment Management LLP: 110,666 shares
    • Evelyn Partners Asset Management Ltd: 1,909 shares

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

  3. period ended2025-12-31
    13F 174,315 shares
    Change vs previous 13F -24,353 shares

    0.52% of the 13F portfolio, value $24,981,083.

    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: 29,318 shares
    • Evelyn Partners Investment Management LLP: 128,042 shares
    • Evelyn Partners Asset Management Ltd: 16,955 shares

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

  4. period ended2025-09-30
    13F 198,668 shares
    Change vs previous 13F -835 shares

    0.65% of the 13F portfolio, value $30,525,336.

    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: 43,125 shares
    • Evelyn Partners Investment Management LLP: 129,251 shares
    • Evelyn Partners Asset Management Ltd: 26,292 shares

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

  5. period ended2025-06-30
    13F/A 199,503 shares
    Change vs previous 13F -25,182 shares

    0.73% of the 13F portfolio, value $31,784,819.

    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: 42,477 shares
    • Evelyn Partners Investment Management LLP: 131,780 shares
    • Evelyn Partners Asset Management Ltd: 25,246 shares

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

  6. period ended2025-03-31
    13F/A 224,685 shares
    Change vs previous 13F -6,428 shares

    0.96% of the 13F portfolio, value $38,290,818.

    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: 47,969 shares
    • Evelyn Partners Investment Management LLP: 131,495 shares
    • Evelyn Partners Asset Management Ltd: 45,221 shares

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

  7. period ended2024-12-31
    13F 231,113 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $38,746,094.

    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: 45,340 shares
    • Evelyn Partners Investment Management LLP: 135,679 shares
    • Evelyn Partners Asset Management Ltd: 50,094 shares

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