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Disclosery

Evelyn Partners Group Ltd: UBS position timeline

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

Evelyn Partners Group Ltd held 40,992 UBS 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 40,992 shares
    Change vs previous 13F +17 shares

    <0.01% of the 13F portfolio, value $2,031,325.

    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 40,975 shares
    Change vs previous 13F -139 shares

    0.04% of the 13F portfolio, value $1,601,508.

    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: 12,109 shares
    • Evelyn Partners Investment Management LLP: 28,866 shares

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

  3. period ended2025-12-31
    13F 41,114 shares
    Change vs previous 13F +4,148 shares

    0.04% of the 13F portfolio, value $1,917,093.

    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: 12,109 shares
    • Evelyn Partners Investment Management LLP: 29,005 shares

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

  4. period ended2025-09-30
    13F 36,966 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,508,935.

    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: 8,100 shares
    • Evelyn Partners Investment Management LLP: 28,866 shares

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

  5. period ended2025-06-30
    13F/A 36,966 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,251,490.

    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: 8,100 shares
    • Evelyn Partners Investment Management LLP: 28,866 shares

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

  6. period ended2025-03-31
    13F/A 36,966 shares
    Change vs previous 13F -69 shares

    0.03% of the 13F portfolio, value $1,123,296.

    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: 8,100 shares
    • Evelyn Partners Investment Management LLP: 28,866 shares

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

  7. period ended2024-12-31
    13F 37,035 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,131,836.

    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: 8,169 shares
    • Evelyn Partners Investment Management LLP: 28,866 shares

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