Evelyn Partners Investment Management Services Ltd

Q1 2025 13F Holdings Report, Restatement, Stock Holdings

Signature - Title
Matthew Francis Dean - Head of Central Oversight
Location
London
Holdings as of
31 Mar 2025
Value $
$609M
Num holdings
271
Filing time
08 Dec 2025, 12:01:45 UTC
Form type
13F-HR/A-1 - Restatement
Description
All US holdings of this investor are reported in this report. Top holdings included MSFT, V, AMZN, GOOGL, and SYK.
Previous filing
Q4 2024 - 11 Dec 2025
Next filing
Q2 2025 - 26 Nov 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q1 - Restatement compared to 2024 Q4 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Matthew Francis Dean Head of Central Oversight London, United Kingdom 05 Dec 2025