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Disclosery

Evelyn Partners Group Ltd: TIP position timeline

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

Evelyn Partners Group Ltd held 136,776 TIP 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 136,776 shares
    Change vs previous 13F +132,544 shares

    0.05% of the 13F portfolio, value $21,453,695.

    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 4,232 shares
    Change vs previous 13F -200 shares

    0.01% of the 13F portfolio, value $467,044.

    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: 350 shares
    • Evelyn Partners Asset Management Ltd: 3,882 shares

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

  3. period ended2025-12-31
    13F 4,432 shares
    Change vs previous 13F +515 shares

    0.01% of the 13F portfolio, value $487,122.

    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: 350 shares
    • Evelyn Partners Asset Management Ltd: 3,882 shares

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

  4. period ended2025-09-30
    13F 3,917 shares
    Change vs previous 13F -1,600 shares

    0.01% of the 13F portfolio, value $435,648.

    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 Services Ltd: 0 shares
    • Evelyn Partners Investment Management LLP: 350 shares
    • Evelyn Partners Asset Management Ltd: 3,567 shares

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

  5. period ended2025-06-30
    13F/A 5,517 shares
    Change vs previous 13F -355 shares

    0.01% of the 13F portfolio, value $607,091.

    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 Services Ltd: 1,000 shares
    • Evelyn Partners Investment Management LLP: 350 shares
    • Evelyn Partners Asset Management Ltd: 4,167 shares

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

  6. period ended2025-03-31
    13F/A 5,872 shares
    Change vs previous 13F -300 shares

    0.02% of the 13F portfolio, value $652,320.

    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 Services Ltd: 1,000 shares
    • Evelyn Partners Investment Management LLP: 350 shares
    • Evelyn Partners Asset Management Ltd: 4,522 shares

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

  7. period ended2024-12-31
    13F 6,172 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $657,627.

    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 Services Ltd: 1,000 shares
    • Evelyn Partners Investment Management LLP: 350 shares
    • Evelyn Partners Asset Management Ltd: 4,822 shares

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