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Disclosery

Evelyn Partners Group Ltd: SCHW position timeline

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

Evelyn Partners Group Ltd held 2,047 SCHW 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 2,047 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $188,877.

    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 2,047 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $192,377.

    13F-HR 0001420506-26-001053 filed by Evelyn Partners Investment Management Services Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 1,580 shares
    • Evelyn Partners Asset Management Ltd: 467 shares

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

  3. period ended2025-12-31
    13F 2,047 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $204,516.

    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: 1,580 shares
    • Evelyn Partners Asset Management Ltd: 467 shares

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

  4. period ended2025-09-30
    13F 2,047 shares
    Change vs previous 13F +103 shares

    0.02% of the 13F portfolio, value $195,427.

    13F-HR 0001420506-25-003428 filed by Evelyn Partners Investment Management Services Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 1,580 shares
    • Evelyn Partners Asset Management Ltd: 467 shares

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

  5. period ended2025-06-30
    13F/A 1,944 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $177,370.

    13F-HR/A 0001420506-25-003503 filed by Evelyn Partners Investment Management Services Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 1,580 shares
    • Evelyn Partners Asset Management Ltd: 364 shares

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

  6. period ended2025-03-31
    13F/A 1,944 shares
    Change vs previous 13F -750 shares

    0.02% of the 13F portfolio, value $152,176.

    13F-HR/A 0001420506-25-003531 filed by Evelyn Partners Investment Management Services Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 1,580 shares
    • Evelyn Partners Asset Management Ltd: 364 shares

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

  7. period ended2024-12-31
    13F 2,694 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $199,383.

    13F-HR 0001420506-25-003539 filed by Evelyn Partners Investment Management Services Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 2,330 shares
    • Evelyn Partners Asset Management Ltd: 364 shares

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