Manager record

Evelyn Partners Investment Management Services Ltd

London, X0 · CIK 2065205 · 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.

$850.00MReported 13F valueQ1 2026 · as filed

281Holdings listed

+6.5%vs prior quartervalue change includes market moves

5Quarters on record

May 15Latest filed

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

$850.00M · 281 holdings listed · View original SEC filing ↗

Feb 13 2026 13F-HR · period Q4 2025

$798.34M · 262 holdings listed · View original SEC filing ↗

Dec 11 2025 13F-HR · period Q3 2025

$573.54M · 277 holdings listed · View original SEC filing ↗

Dec 08 2025 13F-HR/A · period Q1 2025

$609.43M · 271 holdings listed · amendment (restatement) · View original SEC filing ↗

Nov 26 2025 13F-HR/A · period Q2 2025

$666.03M · 264 holdings listed · amendment (restatement) · View original SEC filing ↗

Nov 14 2025 13F-HR · period Q3 2025

$744.91M · 266 holdings listed · View original SEC filing ↗

Aug 12 2025 13F-HR · period Q2 2025

$750.61M · 250 holdings listed · View original SEC filing ↗

Aug 04 2025 13F-HR · period Q2 2025

$575.78M · 248 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

☆ Evelyn Partners Investment Management Services Ltd

Evelyn Partners Investment Management Services Ltd