Evelyn Partners Amends 13F-HR, Clarifies Q4 2023 Holdings
| Field | Detail |
|---|---|
| Company | Evelyn Partners Investment Management (Europe) Ltd |
| Form Type | 13F-HR/A |
| Filed Date | Nov 26, 2025 |
| Risk Level | low |
| Pages | 1 |
| Reading Time | 2 min |
| Sentiment | neutral |
Complexity: simple
Sentiment: neutral
Topics: 13F-HR/A, institutional-holdings, amendment, portfolio-disclosure
TL;DR
**Evelyn Partners just cleaned up their Q4 2023 holdings report, giving us a clearer look at their portfolio.**
AI Summary
Evelyn Partners Investment Management (Europe) Ltd filed an amended 13F-HR/A, revealing their holdings as of December 31, 2023. This amendment likely corrects minor errors or omissions from their initial filing, providing a more accurate picture of their portfolio. For investors, this matters because it offers transparency into how a significant institutional investor is allocating capital, potentially signaling confidence or concern in specific companies they hold.
Why It Matters
This amendment provides a more precise view of Evelyn Partners' investment strategy, which can influence market sentiment for the stocks they hold or trade.
Risk Assessment
Risk Level: low — An amended 13F-HR/A typically corrects minor details and does not usually indicate significant new risks or opportunities.
Analyst Insight
A smart investor would review the detailed holdings within the amended filing to see if any significant changes were made to specific positions, as this could indicate a more accurate valuation or a corrected view of their conviction in certain stocks.
Key Players & Entities
- Evelyn Partners Investment Management (Europe) Ltd (company) — the institutional investment manager filing the 13F-HR/A
- December 31, 2023 (date) — the reporting period end date for the holdings
FAQ
What is the purpose of a 13F-HR/A filing?
A 13F-HR/A is an amendment to a previously filed 13F-HR. It is used to correct errors or omissions in the original filing, providing updated and more accurate information about an institutional investment manager's holdings.
Who filed this specific 13F-HR/A?
This specific 13F-HR/A was filed by Evelyn Partners Investment Management (Europe) Ltd.
What is the effective date of the holdings reported in this filing?
The holdings reported in this filing are effective as of December 31, 2023.
Why would Evelyn Partners Investment Management (Europe) Ltd file an amendment?
They would file an amendment to correct any inaccuracies, such as incorrect share counts, dollar values, or omitted securities, that were present in their initial 13F-HR filing for the period ending December 31, 2023.
Does this filing indicate a change in Evelyn Partners' investment strategy?
No, an amended 13F-HR/A primarily corrects past data rather than signaling a change in current or future investment strategy. It provides a more accurate historical snapshot of their portfolio as of December 31, 2023.
Filing Stats: 396 words · 2 min read · ~1 pages · Grade level 12.1 · Accepted 2025-11-25 19:56:24
Filing Documents
- primary_doc.html (13F-HR/A)
- primary_doc.xml (13F-HR/A) — 3KB
- Form13F_InfoTable.html (INFORMATION TABLE)
- Form13F_InfoTable.xml (INFORMATION TABLE) — 76KB
- 0001420506-25-003505.txt ( ) — 80KB
From the Filing
SEC FORM 13F-HR/A The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. The reader should not assume that the information is accurate and complete. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE OMB APPROVAL OMB Number: 3235-0006 Estimated average burden hours per response: 23.8 Report for the Calendar Year or Quarter Ended: 06-30-2025 Check here if Amendment X Amendment Number: 1 This Amendment (Check only one.): X is a restatement. adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Evelyn Partners Investment Management (Europe) Ltd Address: Alexandra House 3 Ballsbridge Park, Ballsbridge Dublin , L2 D04 C7H2 Form 13F File Number: 028-25684 CRD Number (if applicable): The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Matthew Francis Dean Title: Head of Central Oversight Phone: 0044203 328 5862 Signature, Place, and Date of Signing: Matthew Francis Dean, Head of Central Oversight London , X0 11-25-2025 [Signature] [City, State] [Date] Report Type (Check only one.): X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F Summary Page Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 184 Form 13F Information Table Value Total: 278,602,224 (round to nearest dollar) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state “NONE” and omit the column headings and list entries.] NONE