Evelyn Partners Investment Management Services Ltd historic quarter change: USA Bonds: Convertible Notes, Added
In convertible notes that pay a coupon (listed in the US), over 5 quarters from 2024-12-31 to 2026-03-31, Evelyn Partners Investment Management Services Ltd opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2065205), 5 quarters: Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-11-26); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-12-08). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-03-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| UNITED SERVICES AUTOMOBILE ASSOCIATION | United States | $0.851B | 14 |
| Embree Financial Group | United States | $0.849B | 265 |
| Parsifal Capital Management, LP | United States | $0.849B | 18 |
| Board of Trustees of The Leland Stanford Junior University | United States | $0.849B | 22 |
| Legacy Advisors, LLC | United States | $0.848B | 279 |
| ABSOLUTE INVESTMENT ADVISERS, LLC | United States | $0.852B | 122 |
| HOHIMER WEALTH MANAGEMENT, LLC | United States | $0.847B | 387 |
| ABSHER WEALTH MANAGEMENT, LLC | United States | $0.853B | 70 |
| CATALYST FINANCIAL PARTNERS LLC | United States | $0.847B | 370 |
| FORM Wealth Advisors, LLC | United States | $0.854B | 58 |