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Disclosery

Evelyn Partners Group Ltd: VTI position timeline

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

Evelyn Partners Group Ltd held 3,809 VTI 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 3,809 shares
    Change vs previous 13F -338 shares

    0.03% of the 13F portfolio, value $1,221,966.

    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: 0 shares
    • Evelyn Partners Investment Management LLP: 1,260 shares
    • Evelyn Partners Asset Management Ltd: 2,549 shares

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

  2. period ended2025-12-31
    13F 4,147 shares
    Change vs previous 13F +119 shares

    0.03% of the 13F portfolio, value $1,390,364.

    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: 742 shares
    • Evelyn Partners Investment Management LLP: 845 shares
    • Evelyn Partners Asset Management Ltd: 2,560 shares

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

  3. period ended2025-09-30
    13F 4,028 shares
    Change vs previous 13F -778 shares

    0.03% of the 13F portfolio, value $1,321,868.

    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: 742 shares
    • Evelyn Partners Investment Management LLP: 600 shares
    • Evelyn Partners Asset Management Ltd: 2,686 shares

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

  4. period ended2025-06-30
    13F/A 4,806 shares
    Change vs previous 13F -1,289 shares

    0.03% of the 13F portfolio, value $1,460,688.

    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: 742 shares
    • Evelyn Partners Investment Management LLP: 215 shares
    • Evelyn Partners Asset Management Ltd: 3,849 shares

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

  5. period ended2025-03-31
    13F/A 6,095 shares
    Change vs previous 13F +205 shares

    0.04% of the 13F portfolio, value $1,675,150.

    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: 1,191 shares
    • Evelyn Partners Investment Management LLP: 215 shares
    • Evelyn Partners Asset Management Ltd: 4,689 shares

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

  6. period ended2024-12-31
    13F 5,890 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,706,981.

    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: 1,191 shares
    • Evelyn Partners Asset Management Ltd: 4,699 shares

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