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Disclosery

Evelyn Partners Group Ltd: VOO position timeline

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

Evelyn Partners Group Ltd held 176,300 VOO 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 176,300 shares
    Change vs previous 13F +164,807 shares

    0.05% of the 13F portfolio, value $24,783,412.

    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 11,493 shares
    Change vs previous 13F -14 shares

    0.14% of the 13F portfolio, value $6,867,345.

    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: 448 shares
    • Evelyn Partners Investment Management LLP: 77 shares
    • Evelyn Partners Asset Management Ltd: 10,968 shares

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

  3. period ended2025-12-31
    13F 11,507 shares
    Change vs previous 13F +108 shares

    0.15% of the 13F portfolio, value $7,216,451.

    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: 448 shares
    • Evelyn Partners Investment Management LLP: 77 shares
    • Evelyn Partners Asset Management Ltd: 10,982 shares

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

  4. period ended2025-09-30
    13F 11,399 shares
    Change vs previous 13F -99 shares

    0.15% of the 13F portfolio, value $6,980,225.

    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: 444 shares
    • Evelyn Partners Investment Management LLP: 2 shares
    • Evelyn Partners Asset Management Ltd: 10,953 shares

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

  5. period ended2025-06-30
    13F/A 11,498 shares
    Change vs previous 13F -350 shares

    0.15% of the 13F portfolio, value $6,531,287.

    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: 660 shares
    • Evelyn Partners Investment Management LLP: 2 shares
    • Evelyn Partners Asset Management Ltd: 10,836 shares

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

  6. period ended2025-03-31
    13F/A 11,848 shares
    Change vs previous 13F -422 shares

    0.15% of the 13F portfolio, value $6,088,876.

    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: 850 shares
    • Evelyn Partners Investment Management LLP: 2 shares
    • Evelyn Partners Asset Management Ltd: 10,996 shares

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

  7. period ended2024-12-31
    13F 12,270 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $6,611,199.

    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: 724 shares
    • Evelyn Partners Investment Management LLP: 2 shares
    • Evelyn Partners Asset Management Ltd: 11,544 shares

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