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Disclosery

Evelyn Partners Group Ltd: WMT position timeline

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

Evelyn Partners Group Ltd held 226,880 WMT 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 226,880 shares
    Change vs previous 13F -19,736 shares

    0.05% of the 13F portfolio, value $25,696,445.

    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 246,616 shares
    Change vs previous 13F -7,592 shares

    0.62% of the 13F portfolio, value $30,649,437.

    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: 23,138 shares
    • Evelyn Partners Investment Management LLP: 222,464 shares
    • Evelyn Partners Asset Management Ltd: 1,014 shares

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

  3. period ended2025-12-31
    13F 254,208 shares
    Change vs previous 13F -5,100 shares

    0.58% of the 13F portfolio, value $28,321,314.

    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: 15,958 shares
    • Evelyn Partners Investment Management LLP: 237,236 shares
    • Evelyn Partners Asset Management Ltd: 1,014 shares

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

  4. period ended2025-09-30
    13F 259,308 shares
    Change vs previous 13F -5,500 shares

    0.57% of the 13F portfolio, value $26,724,282.

    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: 9,721 shares
    • Evelyn Partners Investment Management LLP: 248,358 shares
    • Evelyn Partners Asset Management Ltd: 1,229 shares

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

  5. period ended2025-06-30
    13F/A 264,808 shares
    Change vs previous 13F -5,630 shares

    0.6% of the 13F portfolio, value $25,892,926.

    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: 12,523 shares
    • Evelyn Partners Investment Management LLP: 251,721 shares
    • Evelyn Partners Asset Management Ltd: 564 shares

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

  6. period ended2025-03-31
    13F/A 270,438 shares
    Change vs previous 13F -9,929 shares

    0.6% of the 13F portfolio, value $23,741,753.

    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: 9,597 shares
    • Evelyn Partners Investment Management LLP: 260,277 shares
    • Evelyn Partners Asset Management Ltd: 564 shares

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

  7. period ended2024-12-31
    13F 280,367 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $25,331,157.

    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: 7,692 shares
    • Evelyn Partners Investment Management LLP: 272,111 shares
    • Evelyn Partners Asset Management Ltd: 564 shares

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