Evelyn Partners Investment Management Services Ltd
All 13F Filings
- Location
- London, X0
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 850,001
- 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 | 281 | 850,001 | 13F-HR | Evelyn Partners Investment Management Services Ltd |
| Q4 2025 | 2/13/2026 | 262 | 798,344 | 13F-HR | Evelyn Partners Investment Management Services Ltd |
| Q3 2025 | 11/14/2025 | 266 | 744,906 | 13F-HR | Evelyn Partners Investment Management Services Ltd |
| Q2 2025 | 11/26/2025 | 264 | 666,034 | 13F-HR/A - RESTATEMENT | Evelyn Partners Investment Management Services Ltd |
| Q2 2025 | 8/12/2025 | 235 | 750,606 | 13F-HR | Evelyn Partners Investment Management Services Ltd |
| Q1 2025 | 12/8/2025 | 271 | 609,427 | 13F-HR/A - RESTATEMENT | Evelyn Partners Investment Management Services Ltd |
| Q1 2025 | 8/4/2025 | 217 | 575,781 | 13F-HR | Evelyn Partners Investment Management Services Ltd |
| Q4 2024 | 12/11/2025 | 277 | 573,538 | 13F-HR | Evelyn Partners Investment Management Services Ltd |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 816.5 K | 96.1% | 37.99 K | 0 | 37.99 K |
| ETFs | 33.51 K | 3.9% | 13.65 K | 0 | 13.65 K |
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Fund Snapshot
Q1 2026
Latest filed
5/15/2026
Total value ($000)
850,001
Holdings
281
QoQ value change ($000)
51,657
(6.5%)
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.