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Disclosery

Evelyn Partners Group Ltd: SPY position timeline

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

Evelyn Partners Group Ltd held 29,458 SPY 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 29,458 shares
    Change vs previous 13F +22,075 shares

    0.05% of the 13F portfolio, value $21,998,474.

    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 7,383 shares
    Change vs previous 13F +407 shares

    0.12% of the 13F portfolio, value $4,801,144.

    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 LLP: 3,559 shares
    • Evelyn Partners Asset Management Ltd: 3,824 shares

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

  3. period ended2025-12-31
    13F 6,976 shares
    Change vs previous 13F -1,217 shares

    0.12% of the 13F portfolio, value $4,757,321.

    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 LLP: 3,559 shares
    • Evelyn Partners Asset Management Ltd: 3,417 shares

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

  4. period ended2025-09-30
    13F 8,193 shares
    Change vs previous 13F -2,264 shares

    0.14% of the 13F portfolio, value $5,457,785.

    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: 3,559 shares
    • Evelyn Partners Asset Management Ltd: 4,634 shares

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

  5. period ended2025-06-30
    13F/A 10,457 shares
    Change vs previous 13F -110 shares

    0.18% of the 13F portfolio, value $6,460,711.

    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: 5,059 shares
    • Evelyn Partners Asset Management Ltd: 5,398 shares

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

  6. period ended2025-03-31
    13F/A 10,567 shares
    Change vs previous 13F -111 shares

    0.18% of the 13F portfolio, value $5,910,996.

    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 LLP: 5,427 shares
    • Evelyn Partners Asset Management Ltd: 5,140 shares

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

  7. period ended2024-12-31
    13F 10,678 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $6,258,163.

    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: 5,133 shares
    • Evelyn Partners Asset Management Ltd: 5,545 shares

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