Evelyn Partners Investment Management LLP
All 13F Filings
- Location
- London, X0
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 3,619,327
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 413 | 3,619,327 | 13F-HR | Evelyn Partners Investment Management LLP |
| Q3 2025 | 11/14/2025 | 409 | 3,519,620 | 13F-HR | Evelyn Partners Investment Management LLP |
| Q2 2025 | 11/26/2025 | 415 | 3,269,634 | 13F-HR/A - RESTATEMENT | Evelyn Partners Investment Management LLP |
| Q2 2025 | 8/12/2025 | 263 | 2,416,932 | 13F-HR | Evelyn Partners Investment Management LLP |
| Q1 2025 | 12/8/2025 | 420 | 3,002,760 | 13F-HR/A - RESTATEMENT | Evelyn Partners Investment Management LLP |
| Q1 2025 | 8/4/2025 | 261 | 2,196,586 | 13F-HR | Evelyn Partners Investment Management LLP |
| Q4 2024 | 12/11/2025 | 416 | 3,081,105 | 13F-HR | Evelyn Partners Investment Management LLP |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.609 M | 99.7% | 97.79 K | 0 | 97.79 K |
| ETFs | 9.585 K | 0.3% | 1.92 K | 0 | 1.92 K |
| Other | 417 | 0.0% | 10 | 0 | 10 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
3,619,327
Holdings
413
QoQ value change ($000)
99,707
(2.8%)
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.