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Manager record

Evelyn Partners Investment Management LLP

London, X0 · CIK 2065206 · 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.

$3.68BReported 13F valueQ1 2026 · as filed
410Holdings listed
+1.7%vs prior quartervalue change includes market moves
5Quarters on record
May 15Latest filed
Reported 13F value by quarter, Q1 2025 to Q1 2026Q1 2025: $3.0B$3.0BQ1 2025420 holdingsQ2 2025: $3.3B$3.3BQ2 2025415 holdingsQ3 2025: $6.6B$6.6BQ3 2025826 holdingsQ4 2025: $3.6B$3.6BQ4 2025413 holdingsQ1 2026: $3.7B$3.7BQ1 2026410 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

$3.68B · 410 holdings listed · View original SEC filing ↗
Feb 13 2026 13F-HR · period Q4 2025

$3.62B · 413 holdings listed · View original SEC filing ↗
Dec 11 2025 13F-HR · period Q3 2025

$3.08B · 416 holdings listed · View original SEC filing ↗
Dec 08 2025 13F-HR/A · period Q1 2025

$3.00B · 420 holdings listed · amendment (restatement) · View original SEC filing ↗
Nov 26 2025 13F-HR/A · period Q2 2025

$3.27B · 415 holdings listed · amendment (restatement) · View original SEC filing ↗
Nov 14 2025 13F-HR · period Q3 2025

$3.52B · 410 holdings listed · View original SEC filing ↗
Aug 12 2025 13F-HR · period Q2 2025

$2.42B · 272 holdings listed · View original SEC filing ↗
Aug 04 2025 13F-HR · period Q2 2025

$2.20B · 302 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