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Disclosery

Evelyn Partners Group Ltd: URTH position timeline

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

Evelyn Partners Group Ltd held 206,107 URTH 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 206,107 shares
    Change vs previous 13F +165,744 shares

    0.07% of the 13F portfolio, value $34,610,308.

    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 40,363 shares
    Change vs previous 13F +1,525 shares

    0.18% of the 13F portfolio, value $7,266,112.

    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 LLP: 11,534 shares
    • Evelyn Partners Asset Management Ltd: 28,829 shares

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

  3. period ended2025-12-31
    13F 38,838 shares
    Change vs previous 13F +1,574 shares

    0.18% of the 13F portfolio, value $7,214,851.

    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 LLP: 10,074 shares
    • Evelyn Partners Asset Management Ltd: 28,764 shares

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

  4. period ended2025-09-30
    13F 37,264 shares
    Change vs previous 13F +2,989 shares

    0.17% of the 13F portfolio, value $6,765,570.

    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 LLP: 8,500 shares
    • Evelyn Partners Asset Management Ltd: 28,764 shares

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

  5. period ended2025-06-30
    13F/A 34,275 shares
    Change vs previous 13F +3,718 shares

    0.16% of the 13F portfolio, value $5,805,423.

    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 LLP: 6,505 shares
    • Evelyn Partners Asset Management Ltd: 27,770 shares

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

  6. period ended2025-03-31
    13F/A 30,557 shares
    Change vs previous 13F +655 shares

    0.14% of the 13F portfolio, value $4,680,726.

    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: 3,395 shares
    • Evelyn Partners Asset Management Ltd: 27,162 shares

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

  7. period ended2024-12-31
    13F 29,902 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,649,766.

    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: 3,000 shares
    • Evelyn Partners Asset Management Ltd: 26,902 shares

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