Evelyn Partners Investment Management (Europe) Ltd
All 13F Filings
- Location
- Dublin, L2
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 290,604
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/15/2026 | 187 | 290,604 | 13F-HR | Evelyn Partners Investment Management (Europe) Ltd |
| Q4 2025 | 2/13/2026 | 185 | 308,309 | 13F-HR | Evelyn Partners Investment Management (Europe) Ltd |
| Q3 2025 | 11/14/2025 | 179 | 288,631 | 13F-HR | Evelyn Partners Investment Management (Europe) Ltd |
| Q2 2025 | 11/26/2025 | 184 | 278,602 | 13F-HR/A - RESTATEMENT | Evelyn Partners Investment Management (Europe) Ltd |
| Q2 2025 | 8/12/2025 | 95 | 133,012 | 13F-HR | Evelyn Partners Investment Management (Europe) Ltd |
| Q1 2025 | 12/8/2025 | 188 | 267,209 | 13F-HR/A - RESTATEMENT | Evelyn Partners Investment Management (Europe) Ltd |
| Q1 2025 | 8/4/2025 | 97 | 114,351 | 13F-HR | Evelyn Partners Investment Management (Europe) Ltd |
| Q4 2024 | 12/11/2025 | 189 | 274,949 | 13F-HR | Evelyn Partners Investment Management (Europe) Ltd |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 166.7 K | 57.4% | 0 | 67.95 K | -67.95 K |
| ETFs | 123.9 K | 42.6% | 50.25 K | 0 | 50.25 K |
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Fund Snapshot
Q1 2026
Latest filed
5/15/2026
Total value ($000)
290,604
Holdings
187
QoQ value change ($000)
-17,705
(-5.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.