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Disclosery

Evelyn Partners Group Ltd: UPS position timeline

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

Evelyn Partners Group Ltd held 495 UPS 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 495 shares
    Change vs previous 13F +158 shares

    <0.01% of the 13F portfolio, value $53,213.

    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 337 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $33,154.

    13F-HR 0001420506-26-001051 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 337 shares
    Change vs previous 13F -805 shares

    <0.01% of the 13F portfolio, value $33,427.

    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: 0 shares
    • Evelyn Partners Investment Management LLP: 337 shares

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

  4. period ended2025-09-30
    13F 1,142 shares
    Change vs previous 13F +805 shares

    <0.01% of the 13F portfolio, value $95,392.

    13F-HR 0001420506-25-003428 filed by Evelyn Partners Investment Management Services Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 805 shares
    • Evelyn Partners Investment Management LLP: 337 shares

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

  5. period ended2025-06-30
    13F/A 337 shares
    Change vs previous 13F -547 shares

    <0.01% of the 13F portfolio, value $34,017.

    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 LLP: 337 shares
    • Evelyn Partners Asset Management Ltd: 0 shares

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

  6. period ended2025-03-31
    13F/A 884 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $97,232.

    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 LLP: 337 shares
    • Evelyn Partners Asset Management Ltd: 547 shares

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

  7. period ended2024-12-31
    13F 884 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $111,473.

    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: 337 shares
    • Evelyn Partners Asset Management Ltd: 547 shares

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