Ownership history in 1776 Wealth LLC · 24 quarters on record
This page tracks every 13F SEC filing in which 1776 Wealth LLC reported a position in EATON VANCE TAX ADVT DIV INCM (EVT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 76,286 | +636 | +0.8% | 0.72% | $1.9M | $24.70 |
| 2025 Q3 | ADDED | 75,650 | +3,042 | +4.2% | 0.71% | $1.8M | $23.50 |
| 2025 Q2 | REDUCED | 72,608 | -601 | -0.8% | 0.72% | $1.7M | $22.70 |
| 2025 Q1 | UNCHANGED | 73,209 | — | 0% | 0.78% | $1.7M | $21.44 |
| 2024 Q4 | REDUCED | 73,209 | -160 | -0.2% | 0.81% | $1.8M | $21.70 |
| 2024 Q3 | REDUCED | 73,369 | -3,235 | -4.2% | 0.81% | $1.8M | $21.83 |
| 2024 Q2 | ADDED | 76,604 | +1,364 | +1.8% | 0.80% | $1.8M | $20.18 |
| 2024 Q1 | UNCHANGED | 75,240 | — | 0% | 0.84% | $1.8M | $20.01 |
| 2023 Q4 | ADDED | 75,240 | +10,017 | +15.4% | 0.83% | $1.7M | $18.49 |
| 2023 Q2 | ADDED | 65,223 | +3,034 | +4.9% | 0.78% | $1.5M | $18.14 |
As of 2025 Q4 — sorted by position size