Evelyn Partners Asset Management Ltd

13F Filings History

Latest 13F report: Q3 2025 - Nov 14, 2025
Value $: $443M
Signature - Title: Matthew Francis Dean - Head of Central Oversight
Location: London
Summary: This page shows a list of all the recent 13F filings made by Evelyn Partners Asset Management Ltd. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Evelyn Partners Asset Management Ltd reported 280 stock holdings with total value $443M as of Q3 2025. Top holdings included GLD, VT, MSFT, GOOGL, and AMZN.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2025	280	$443M	+$44.7M	-$17.9M	+$26.7M	GLD, VT, MSFT, GOOGL, AMZN	13F-HR	11/14/2025, 04:21 PM
Q2 2025	237	$395M	+$210M	-$4.88M	+$205M	VT, GLD, MSFT, GOOGL, AMZN	Restatement	11/25/2025, 07:56 PM
Q1 2025	102	$49.5M	$0	$0		V, AMZN, MA, ZTS, AAPL	13F-HR	8/4/2025, 01:36 PM