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Disclosery

Evelyn Partners Group Ltd: VO position timeline

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

Evelyn Partners Group Ltd held 30,771 VO shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 30,771 shares
    Change vs previous 13F +4,774 shares

    0.7% of the 13F portfolio, value $8,836,816.

    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: 5,109 shares
    • Evelyn Partners Asset Management Ltd: 25,662 shares

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

  2. period ended2025-12-31
    13F 25,997 shares
    Change vs previous 13F +3,948 shares

    0.62% of the 13F portfolio, value $7,544,849.

    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: 4,606 shares
    • Evelyn Partners Asset Management Ltd: 21,391 shares

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

  3. period ended2025-09-30
    13F 22,049 shares
    Change vs previous 13F +2,050 shares

    0.55% of the 13F portfolio, value $6,476,673.

    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: 3,096 shares
    • Evelyn Partners Investment Management LLP: 0 shares
    • Evelyn Partners Asset Management Ltd: 18,953 shares

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

  4. period ended2025-06-30
    13F/A 19,999 shares
    Change vs previous 13F +17,376 shares

    0.13% of the 13F portfolio, value $5,596,320.

    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: 2,657 shares
    • Evelyn Partners Investment Management LLP: 206 shares
    • Evelyn Partners Asset Management Ltd: 17,136 shares

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

  5. period ended2025-03-31
    13F/A 2,623 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $678,361.

    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: 509 shares
    • Evelyn Partners Asset Management Ltd: 2,114 shares

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