Evelyn Partners Investment Management Services Ltd
All 13F Filings
- Location
- London, X0
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 798,344
- 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 |
|---|---|---|---|---|---|
| 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 | 778.5 K | 97.5% | 51.55 K | 0 | 51.55 K |
| ETFs | 19.86 K | 2.5% | 1.888 K | 0 | 1.888 K |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
798,344
Holdings
262
QoQ value change ($000)
53,438
(7.2%)
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.