Evelyn Partners Group Ltd: UL position timeline

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

Evelyn Partners Group Ltd held 105,546 UL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

period ended2026-06-30
13F 105,546 shares
Change vs previous 13F +3,102 shares
0.01% of the 13F portfolio, value $6,345,426.
13F-HR 0001420506-26-001454 filed by Evelyn Partners Group Ltd
Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 102,444 shares
Change vs previous 13F +786 shares
0.12% of the 13F portfolio, value $5,836,235.
13F-HR 0001420506-26-001047 filed by Evelyn Partners Asset Management Ltd
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- Evelyn Partners Investment Management Services Ltd: 296 shares
- Evelyn Partners Investment Management LLP: 12,078 shares
- Evelyn Partners Asset Management Ltd: 90,070 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 101,658 shares
Change vs previous 13F not available
0.14% of the 13F portfolio, value $6,648,433.
13F-HR 0001420506-26-000366 filed by Evelyn Partners Asset Management Ltd
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- Evelyn Partners Investment Management Services Ltd: 735 shares
- Evelyn Partners Investment Management LLP: 12,078 shares
- Evelyn Partners Asset Management Ltd: 88,845 shares
Acceptance time not in the bulk data set (spec §4.2).