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Disclosery

Evelyn Partners Group Ltd: SPGI position timeline

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

Evelyn Partners Group Ltd held 47,639 SPGI 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 47,639 shares
    Change vs previous 13F -47,610 shares

    0.04% of the 13F portfolio, value $18,360,465.

    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 95,249 shares
    Change vs previous 13F -1,299 shares

    0.82% of the 13F portfolio, value $40,513,209.

    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: 15,919 shares
    • Evelyn Partners Investment Management LLP: 78,907 shares
    • Evelyn Partners Asset Management Ltd: 423 shares

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

  3. period ended2025-12-31
    13F 96,548 shares
    Change vs previous 13F +5,424 shares

    1.04% of the 13F portfolio, value $50,455,019.

    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: 15,672 shares
    • Evelyn Partners Investment Management LLP: 80,453 shares
    • Evelyn Partners Asset Management Ltd: 423 shares

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

  4. period ended2025-09-30
    13F 91,124 shares
    Change vs previous 13F +6,467 shares

    0.94% of the 13F portfolio, value $44,350,961.

    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: 12,799 shares
    • Evelyn Partners Investment Management LLP: 78,068 shares
    • Evelyn Partners Asset Management Ltd: 257 shares

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

  5. period ended2025-06-30
    13F/A 84,657 shares
    Change vs previous 13F +39,637 shares

    1.03% of the 13F portfolio, value $44,638,789.

    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: 10,202 shares
    • Evelyn Partners Investment Management LLP: 74,443 shares
    • Evelyn Partners Asset Management Ltd: 12 shares

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

  6. period ended2025-03-31
    13F/A 45,020 shares
    Change vs previous 13F +584 shares

    0.58% of the 13F portfolio, value $22,874,663.

    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: 8,385 shares
    • Evelyn Partners Investment Management LLP: 36,623 shares
    • Evelyn Partners Asset Management Ltd: 12 shares

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

  7. period ended2024-12-31
    13F 44,436 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $22,130,461.

    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: 7,591 shares
    • Evelyn Partners Investment Management LLP: 35,380 shares
    • Evelyn Partners Asset Management Ltd: 1,465 shares

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