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Disclosery

Evelyn Partners Group Ltd: ROP position timeline

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

Evelyn Partners Group Ltd held 15,127 ROP 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 15,127 shares
    Change vs previous 13F -2,333 shares

    0.01% of the 13F portfolio, value $5,118,839.

    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 17,460 shares
    Change vs previous 13F -50,878 shares

    0.13% of the 13F portfolio, value $6,178,396.

    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: 4,378 shares
    • Evelyn Partners Investment Management LLP: 12,717 shares
    • Evelyn Partners Asset Management Ltd: 365 shares

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

  3. period ended2025-12-31
    13F 68,338 shares
    Change vs previous 13F +6,055 shares

    0.63% of the 13F portfolio, value $30,419,294.

    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: 10,830 shares
    • Evelyn Partners Investment Management LLP: 57,143 shares
    • Evelyn Partners Asset Management Ltd: 365 shares

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

  4. period ended2025-09-30
    13F 62,283 shares
    Change vs previous 13F +22,467 shares

    0.66% of the 13F portfolio, value $31,059,909.

    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: 3,236 shares
    • Evelyn Partners Investment Management LLP: 58,825 shares
    • Evelyn Partners Asset Management Ltd: 222 shares

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

  5. period ended2025-06-30
    13F/A 39,816 shares
    Change vs previous 13F +17,442 shares

    0.57% of the 13F portfolio, value $22,569,302.

    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: 540 shares
    • Evelyn Partners Investment Management LLP: 39,276 shares

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

  6. period ended2025-03-31
    13F/A 22,374 shares
    Change vs previous 13F +2,300 shares

    0.37% of the 13F portfolio, value $13,191,264.

    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: 265 shares
    • Evelyn Partners Investment Management LLP: 22,109 shares

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

  7. period ended2024-12-31
    13F 20,074 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $10,435,468.

    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: 138 shares
    • Evelyn Partners Investment Management LLP: 19,936 shares

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