★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.
Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Manager record

Evelyn Partners Asset Management Ltd

London, X0 · CIK 2065207 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$405.81MReported 13F valueQ1 2026 · as filed
308Holdings listed
-4.8%vs prior quartervalue change includes market moves
5Quarters on record
May 15Latest filed
Reported 13F value by quarter, Q1 2025 to Q1 2026Q1 2025: $359.0M$359.0MQ1 2025248 holdingsQ2 2025: $394.5M$394.5MQ2 2025243 holdingsQ3 2025: $814.4M$814.4MQ3 2025526 holdingsQ4 2025: $426.3M$426.3MQ4 2025284 holdingsQ1 2026: $405.8M$405.8MQ1 2026308 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 07 2026 13F-NT · period Q2 2026

View original SEC filing ↗
May 15 2026 13F-HR · period Q1 2026

$405.81M · 308 holdings listed · View original SEC filing ↗
Feb 13 2026 13F-HR · period Q4 2025

$426.26M · 284 holdings listed · View original SEC filing ↗
Dec 11 2025 13F-HR · period Q3 2025

$371.49M · 246 holdings listed · View original SEC filing ↗
Dec 08 2025 13F-HR/A · period Q1 2025

$358.98M · 248 holdings listed · amendment (restatement) · View original SEC filing ↗
Nov 26 2025 13F-HR/A · period Q2 2025

$394.54M · 243 holdings listed · amendment (restatement) · View original SEC filing ↗
Nov 14 2025 13F-HR · period Q3 2025

$442.94M · 280 holdings listed · View original SEC filing ↗
Aug 12 2025 13F-HR · period Q2 2025

$222.27M · 158 holdings listed · View original SEC filing ↗
Aug 04 2025 13F-HR · period Q2 2025

$160.00M · 102 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q1 2026 · latest filing Aug 07, 2026 · Change methodology