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Disclosery

Evelyn Partners Group Ltd: URA position timeline

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

Evelyn Partners Group Ltd held 212,506 URA 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 212,506 shares
    Change vs previous 13F -3,509 shares

    0.02% of the 13F portfolio, value $9,286,518.

    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 216,015 shares
    Change vs previous 13F +7,447 shares

    0.83% of the 13F portfolio, value $10,461,607.

    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: 34,423 shares
    • Evelyn Partners Asset Management Ltd: 181,592 shares

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

  3. period ended2025-12-31
    13F 208,568 shares
    Change vs previous 13F +11,173 shares

    0.73% of the 13F portfolio, value $8,912,110.

    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: 33,169 shares
    • Evelyn Partners Asset Management Ltd: 175,399 shares

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

  4. period ended2025-09-30
    13F 197,395 shares
    Change vs previous 13F +3,670 shares

    0.79% of the 13F portfolio, value $9,409,820.

    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: 27,827 shares
    • Evelyn Partners Investment Management LLP: 0 shares
    • Evelyn Partners Asset Management Ltd: 169,568 shares

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

  5. period ended2025-06-30
    13F/A 193,725 shares
    Change vs previous 13F -4,319 shares

    0.17% of the 13F portfolio, value $7,518,467.

    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: 28,502 shares
    • Evelyn Partners Investment Management LLP: 525 shares
    • Evelyn Partners Asset Management Ltd: 164,698 shares

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

  6. period ended2025-03-31
    13F/A 198,044 shares
    Change vs previous 13F +70,149 shares

    0.47% of the 13F portfolio, value $4,539,169.

    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: 26,003 shares
    • Evelyn Partners Asset Management Ltd: 172,041 shares

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

  7. period ended2024-12-31
    13F 127,895 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $3,425,028.

    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: 628 shares
    • Evelyn Partners Asset Management Ltd: 127,267 shares

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