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Disclosery

Evelyn Partners Group Ltd: PM position timeline

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

Evelyn Partners Group Ltd held 8,186 PM 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 8,186 shares
    Change vs previous 13F +1,496 shares

    <0.01% of the 13F portfolio, value $1,480,927.

    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 6,690 shares
    Change vs previous 13F -144 shares

    0.02% of the 13F portfolio, value $1,106,124.

    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: 1,535 shares
    • Evelyn Partners Investment Management LLP: 5,092 shares
    • Evelyn Partners Asset Management Ltd: 63 shares

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

  3. period ended2025-12-31
    13F 6,834 shares
    Change vs previous 13F -46 shares

    0.02% of the 13F portfolio, value $1,096,173.

    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: 1,640 shares
    • Evelyn Partners Investment Management LLP: 5,131 shares
    • Evelyn Partners Asset Management Ltd: 63 shares

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

  4. period ended2025-09-30
    13F 6,880 shares
    Change vs previous 13F +265 shares

    0.03% of the 13F portfolio, value $1,115,936.

    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: 1,624 shares
    • Evelyn Partners Investment Management LLP: 5,256 shares

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

  5. period ended2025-06-30
    13F/A 6,615 shares
    Change vs previous 13F -270 shares

    0.03% of the 13F portfolio, value $1,204,790.

    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: 1,449 shares
    • Evelyn Partners Investment Management LLP: 5,166 shares

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

  6. period ended2025-03-31
    13F/A 6,885 shares
    Change vs previous 13F -23 shares

    0.03% of the 13F portfolio, value $1,092,856.

    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: 1,839 shares
    • Evelyn Partners Investment Management LLP: 5,046 shares

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

  7. period ended2024-12-31
    13F 6,908 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $831,378.

    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: 1,862 shares
    • Evelyn Partners Investment Management LLP: 5,046 shares

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