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Disclosery

Evelyn Partners Group Ltd: SW position timeline

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

Evelyn Partners Group Ltd held 546,588 SW 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 546,588 shares
    Change vs previous 13F -136,515 shares

    0.05% of the 13F portfolio, value $25,285,199.

    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 683,103 shares
    Change vs previous 13F -107,574 shares

    0.6% of the 13F portfolio, value $27,221,655.

    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: 79,727 shares
    • Evelyn Partners Investment Management LLP: 603,376 shares

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

  3. period ended2025-12-31
    13F 790,677 shares
    Change vs previous 13F -67,405 shares

    0.69% of the 13F portfolio, value $30,575,479.

    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: 99,654 shares
    • Evelyn Partners Investment Management LLP: 691,023 shares

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

  4. period ended2025-09-30
    13F 858,082 shares
    Change vs previous 13F -26,995 shares

    0.86% of the 13F portfolio, value $36,528,551.

    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: 113,517 shares
    • Evelyn Partners Investment Management LLP: 744,565 shares

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

  5. period ended2025-06-30
    13F/A 885,077 shares
    Change vs previous 13F -40,846 shares

    0.97% of the 13F portfolio, value $38,191,073.

    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: 106,399 shares
    • Evelyn Partners Investment Management LLP: 778,678 shares

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

  6. period ended2025-03-31
    13F/A 925,923 shares
    Change vs previous 13F -22,693 shares

    1.16% of the 13F portfolio, value $41,722,092.

    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: 97,324 shares
    • Evelyn Partners Investment Management LLP: 828,599 shares

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

  7. period ended2024-12-31
    13F 948,616 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $51,092,458.

    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: 98,335 shares
    • Evelyn Partners Investment Management LLP: 850,281 shares

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