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Disclosery

Evelyn Partners Group Ltd: WFC position timeline

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

Evelyn Partners Group Ltd held 1,836 WFC 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 1,836 shares
    Change vs previous 13F +1,351 shares

    <0.01% of the 13F portfolio, value $151,727.

    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 485 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $38,610.

    13F-HR 0001420506-26-001051 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management LLP: 340 shares
    • Evelyn Partners Asset Management Ltd: 145 shares

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

  3. period ended2025-12-31
    13F 485 shares
    Change vs previous 13F +145 shares

    <0.01% of the 13F portfolio, value $45,202.

    13F-HR 0001420506-26-000370 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management LLP: 340 shares
    • Evelyn Partners Asset Management Ltd: 145 shares

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

  4. period ended2025-09-30
    13F 340 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $28,499.

    13F-HR 0001420506-25-003426 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F/A 340 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $27,241.

    13F-HR/A 0001420506-25-003504 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F/A 340 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $24,409.

    13F-HR/A 0001420506-25-003530 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 340 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $23,882.

    13F-HR 0001420506-25-003538 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

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