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Disclosery

Evelyn Partners Group Ltd: XLK position timeline

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

Evelyn Partners Group Ltd held 1,100 XLK 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 1,100 shares
    Change vs previous 13F -1,110 shares

    <0.01% of the 13F portfolio, value $209,572.

    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 2,210 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $293,709.

    13F-HR 0001420506-26-001047 filed by Evelyn Partners Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management LLP: 1,100 shares
    • Evelyn Partners Asset Management Ltd: 1,110 shares

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

  3. period ended2025-12-31
    13F 2,210 shares
    Change vs previous 13F +1,105 shares

    0.01% of the 13F portfolio, value $318,174.

    13F-HR 0001420506-26-000366 filed by Evelyn Partners Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management LLP: 1,100 shares
    • Evelyn Partners Asset Management Ltd: 1,110 shares

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

  4. period ended2025-09-30
    13F 1,105 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $311,455.

    13F-HR 0001420506-25-003422 filed by Evelyn Partners Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management LLP: 550 shares
    • Evelyn Partners Asset Management Ltd: 555 shares

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

  5. period ended2025-06-30
    13F/A 1,105 shares
    Change vs previous 13F -28 shares

    0.01% of the 13F portfolio, value $279,820.

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

    • Evelyn Partners Investment Management LLP: 550 shares
    • Evelyn Partners Asset Management Ltd: 555 shares

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

  6. period ended2025-03-31
    13F/A 1,133 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $233,942.

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

    • Evelyn Partners Investment Management LLP: 550 shares
    • Evelyn Partners Asset Management Ltd: 583 shares

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

  7. period ended2024-12-31
    13F 1,133 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $263,445.

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

    • Evelyn Partners Investment Management LLP: 550 shares
    • Evelyn Partners Asset Management Ltd: 583 shares

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