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Disclosery

Evelyn Partners Group Ltd: SDY position timeline

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

Evelyn Partners Group Ltd held 5,816 SDY 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 5,816 shares
    Change vs previous 13F +362 shares

    <0.01% of the 13F portfolio, value $887,074.

    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 5,454 shares
    Change vs previous 13F -200 shares

    0.02% of the 13F portfolio, value $795,957.

    13F-HR 0001420506-26-001047 filed by Evelyn Partners Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 0 shares
    • Evelyn Partners Investment Management LLP: 250 shares
    • Evelyn Partners Asset Management Ltd: 5,204 shares

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

  3. period ended2025-12-31
    13F 5,654 shares
    Change vs previous 13F +381 shares

    0.02% of the 13F portfolio, value $786,811.

    13F-HR 0001420506-26-000366 filed by Evelyn Partners Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 200 shares
    • Evelyn Partners Investment Management LLP: 250 shares
    • Evelyn Partners Asset Management Ltd: 5,204 shares

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

  4. period ended2025-09-30
    13F 5,273 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $738,484.

    13F-HR 0001420506-25-003422 filed by Evelyn Partners Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management LLP: 250 shares
    • Evelyn Partners Asset Management Ltd: 5,023 shares

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

  5. period ended2025-06-30
    13F/A 5,273 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $715,705.

    13F-HR/A 0001420506-25-003506 filed by Evelyn Partners Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management LLP: 250 shares
    • Evelyn Partners Asset Management Ltd: 5,023 shares

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

  6. period ended2025-03-31
    13F/A 5,273 shares
    Change vs previous 13F -1,252 shares

    0.02% of the 13F portfolio, value $715,441.

    13F-HR/A 0001420506-25-003528 filed by Evelyn Partners Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management LLP: 250 shares
    • Evelyn Partners Asset Management Ltd: 5,023 shares

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

  7. period ended2024-12-31
    13F 6,525 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $861,953.

    13F-HR 0001420506-25-003536 filed by Evelyn Partners Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management LLP: 250 shares
    • Evelyn Partners Asset Management Ltd: 6,275 shares

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