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Disclosery

Evelyn Partners Group Ltd: VUG position timeline

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

Evelyn Partners Group Ltd held 740 VUG 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 740 shares
    Change vs previous 13F +3 shares

    0.03% of the 13F portfolio, value $323,225.

    13F-HR 0001420506-26-001053 filed by Evelyn Partners Investment Management Services Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 600 shares
    • Evelyn Partners Asset Management Ltd: 140 shares

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

  2. period ended2025-12-31
    13F 737 shares
    Change vs previous 13F +598 shares

    0.03% of the 13F portfolio, value $359,553.

    13F-HR 0001420506-26-000368 filed by Evelyn Partners Investment Management Services Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 712 shares
    • Evelyn Partners Asset Management Ltd: 25 shares

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

  3. period ended2025-09-30
    13F 139 shares
    Change vs previous 13F +112 shares

    0.01% of the 13F portfolio, value $66,665.

    13F-HR 0001420506-25-003428 filed by Evelyn Partners Investment Management Services Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 112 shares
    • Evelyn Partners Asset Management Ltd: 27 shares

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

  4. period ended2025-06-30
    13F/A 27 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $11,837.

    13F-HR/A 0001420506-25-003506 filed by Evelyn Partners Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F/A 27 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $10,012.

    13F-HR/A 0001420506-25-003528 filed by Evelyn Partners Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 27 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,082.

    13F-HR 0001420506-25-003536 filed by Evelyn Partners Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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