Skip to content
Disclosery

Evelyn Partners Group Ltd: WM position timeline

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

Evelyn Partners Group Ltd held 3,809 WM 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 3,809 shares
    Change vs previous 13F +464 shares

    <0.01% of the 13F portfolio, value $848,950.

    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 3,345 shares
    Change vs previous 13F +440 shares

    0.02% of the 13F portfolio, value $768,647.

    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 Services Ltd: 1,428 shares
    • Evelyn Partners Investment Management LLP: 1,860 shares
    • Evelyn Partners Asset Management Ltd: 57 shares

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

  3. period ended2025-12-31
    13F 2,905 shares
    Change vs previous 13F +198 shares

    0.01% of the 13F portfolio, value $638,257.

    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 Services Ltd: 988 shares
    • Evelyn Partners Investment Management LLP: 1,860 shares
    • Evelyn Partners Asset Management Ltd: 57 shares

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

  4. period ended2025-09-30
    13F 2,707 shares
    Change vs previous 13F +1,281 shares

    0.01% of the 13F portfolio, value $597,787.

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

    • Evelyn Partners Investment Management Services Ltd: 790 shares
    • Evelyn Partners Investment Management LLP: 1,860 shares
    • Evelyn Partners Asset Management Ltd: 57 shares

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

  5. period ended2025-06-30
    13F/A 1,426 shares
    Change vs previous 13F -90 shares

    0.01% of the 13F portfolio, value $326,297.

    13F-HR/A 0001420506-25-003503 filed by Evelyn Partners Investment Management Services Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 776 shares
    • Evelyn Partners Investment Management LLP: 650 shares

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

  6. period ended2025-03-31
    13F/A 1,516 shares
    Change vs previous 13F +12 shares

    0.01% of the 13F portfolio, value $350,969.

    13F-HR/A 0001420506-25-003531 filed by Evelyn Partners Investment Management Services Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 776 shares
    • Evelyn Partners Investment Management LLP: 740 shares

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

  7. period ended2024-12-31
    13F 1,504 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $303,492.

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

    • Evelyn Partners Investment Management Services Ltd: 614 shares
    • Evelyn Partners Investment Management LLP: 890 shares

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