| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | Reported by Evelyn Partners Group Ltd | 13F-NT | 8/7/2026 | 000142050626001456 | ||
| Q1 2026 | 308 | 405,813 | GLD, VT, GDX, MSFT | 13F-HR | 5/15/2026 | 000142050626001047 |
| Q4 2025 | 284 | 426,262 | GLD, VT, MSFT, GDX | 13F-HR | 2/13/2026 | 000142050626000366 |
| Q3 2025 | 280 | 442,937 | GLD, VT, MSFT, GOOGL | 13F-HR | 11/14/2025 | 000142050625003422 |
| Q2 2025 | 237 | 394,536 | VT, GLD, MSFT, GOOGL | RESTATEMENT | 11/25/2025 | 000142050625003506 |
| Q1 2025 | 248 | 358,981 | VT, GLD, MSFT, V | RESTATEMENT | 12/8/2025 | 000142050625003528 |
| Q4 2024 | 245 | 371,491 | VT, GLD, MSFT, GOOGL | 13F-HR | 12/11/2025 | 000142050625003536 |