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Disclosery

Evelyn Partners Group Ltd: VT position timeline

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

Evelyn Partners Group Ltd held 363,966 VT 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 363,966 shares
    Change vs previous 13F +164,668 shares

    0.1% of the 13F portfolio, value $47,977,978.

    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 199,298 shares
    Change vs previous 13F -8,779 shares

    0.56% of the 13F portfolio, value $27,566,899.

    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: 39,602 shares
    • Evelyn Partners Investment Management LLP: 3,810 shares
    • Evelyn Partners Asset Management Ltd: 155,886 shares

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

  3. period ended2025-12-31
    13F 208,077 shares
    Change vs previous 13F -53,299 shares

    0.61% of the 13F portfolio, value $29,351,342.

    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: 42,298 shares
    • Evelyn Partners Investment Management LLP: 2,710 shares
    • Evelyn Partners Asset Management Ltd: 163,069 shares

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

  4. period ended2025-09-30
    13F 261,376 shares
    Change vs previous 13F -9,574 shares

    0.77% of the 13F portfolio, value $36,017,614.

    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: 51,018 shares
    • Evelyn Partners Investment Management LLP: 1,750 shares
    • Evelyn Partners Asset Management Ltd: 208,608 shares

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

  5. period ended2025-06-30
    13F/A 270,950 shares
    Change vs previous 13F -21,128 shares

    0.8% of the 13F portfolio, value $34,822,495.

    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: 53,292 shares
    • Evelyn Partners Investment Management LLP: 1,682 shares
    • Evelyn Partners Asset Management Ltd: 215,976 shares

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

  6. period ended2025-03-31
    13F/A 292,078 shares
    Change vs previous 13F +15,124 shares

    0.85% of the 13F portfolio, value $33,866,443.

    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: 57,233 shares
    • Evelyn Partners Investment Management LLP: 1,214 shares
    • Evelyn Partners Asset Management Ltd: 233,631 shares

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

  7. period ended2024-12-31
    13F 276,954 shares
    Change vs previous 13F not available

    3.44% of the 13F portfolio, value $32,536,556.

    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: 57,685 shares
    • Evelyn Partners Asset Management Ltd: 219,269 shares

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