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Disclosery

Evelyn Partners Group Ltd: WMB position timeline

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

Evelyn Partners Group Ltd held 70,112 WMB 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 70,112 shares
    Change vs previous 13F +6,380 shares

    0.01% of the 13F portfolio, value $5,212,130.

    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 63,732 shares
    Change vs previous 13F +666 shares

    0.09% of the 13F portfolio, value $4,638,415.

    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: 3,095 shares
    • Evelyn Partners Investment Management LLP: 60,414 shares
    • Evelyn Partners Asset Management Ltd: 223 shares

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

  3. period ended2025-12-31
    13F 63,066 shares
    Change vs previous 13F -2,140 shares

    0.08% of the 13F portfolio, value $3,790,898.

    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: 2,314 shares
    • Evelyn Partners Investment Management LLP: 60,529 shares
    • Evelyn Partners Asset Management Ltd: 223 shares

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

  4. period ended2025-09-30
    13F 65,206 shares
    Change vs previous 13F +626 shares

    0.09% of the 13F portfolio, value $4,130,800.

    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: 1,398 shares
    • Evelyn Partners Investment Management LLP: 63,585 shares
    • Evelyn Partners Asset Management Ltd: 223 shares

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

  5. period ended2025-06-30
    13F/A 64,580 shares
    Change vs previous 13F -1,662 shares

    0.1% of the 13F portfolio, value $4,056,270.

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

    • Evelyn Partners Investment Management Services Ltd: 1,254 shares
    • Evelyn Partners Investment Management LLP: 63,326 shares

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

  6. period ended2025-03-31
    13F/A 66,242 shares
    Change vs previous 13F +6,205 shares

    0.11% of the 13F portfolio, value $3,958,622.

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

    • Evelyn Partners Investment Management Services Ltd: 1,254 shares
    • Evelyn Partners Investment Management LLP: 64,988 shares

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

  7. period ended2024-12-31
    13F 60,037 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,249,202.

    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: 1,527 shares
    • Evelyn Partners Investment Management LLP: 58,510 shares

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