Evelyn Partners Investment Management (Europe) Ltd
All 13F Filings
- Location
- Dublin, L2
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 308,309
- Description
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- Website
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- Founded
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- Chairman
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- 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 | 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 | 234.7 K | 76.1% | 30.44 K | 0 | 30.44 K |
| ETFs | 73.63 K | 23.9% | 0 | 10.76 K | -10.76 K |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
308,309
Holdings
185
QoQ value change ($000)
19,678
(6.8%)
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.