ETY β€” EATON VANCE TAX-MANAGED DIVE

Ownership history in C2C Wealth Management, LLC  Β·  17 quarters on record

AI Ownership Summary

C2C Wealth Management, LLC reported EATON VANCE TAX-MANAGED DIVE (ETY) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.4% in 2024 Q4. The latest visible filing shows ETY at 3.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ETY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was C2C Wealth Management, LLC's position in EATON VANCE TAX-MANAGED DIVE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ETY was reported at 3.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.4% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How C2C Wealth Management, LLC held ETY β€” position size vs. price
% of Fund (quarterly)    ETY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 233,594 β€” 0% 3.02% $3.6M 2026-02-14 (Est.) $14.73
2025 Q3 REDUCED 233,594 -4,500 -1.9% 3.19% $3.7M 2025-11-12 $15.27
2025 Q2 REDUCED 238,094 -5,300 -2.2% 3.34% $3.7M 2025-07-17 $14.79
2025 Q1 REDUCED 243,394 -2,000 -0.8% 3.26% $3.5M 2025-04-23 $12.38
2024 Q4 REDUCED 245,394 -2,000 -0.8% 3.40% $3.7M 2025-02-12 $14.15
2024 Q3 ADDED 247,394 +500 +0.2% 3.35% $3.6M 2024-11-14 $13.31
2024 Q2 REDUCED 246,894 -500 -0.2% 3.39% $3.5M 2024-08-13 $12.06
2024 Q1 UNCHANGED 247,394 β€” 0% 3.28% $3.3M 2024-04-29 $11.17
2023 Q4 ADDED 247,394 +3,000 +1.2% 2.55% $3.0M 2024-02-13 $10.71
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding ETY

As of 2026 Q1 β€” sorted by position size

Byrne Asset Management LLC 3Y 0.0%

FAQ About C2C Wealth Management, LLC and ETY

These are the practical questions this page is built to answer before you even open the full history table.

How long has C2C Wealth Management, LLC reported owning ETY?

C2C Wealth Management, LLC reported ETY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ETY position in C2C Wealth Management, LLC's portfolio?

The largest reported portfolio weight for ETY was 3.40% in 2024 Q4.

What is the latest reported ETY position on this page?

The most recent filing on this page is 2025 Q4, when C2C Wealth Management, LLC reported 233,594 shares, equal to 3.02% of portfolio, with an estimated market value of $3.6M.

What does the chart on this ETY ownership page compare?

The chart compares C2C Wealth Management, LLC's quarterly ETY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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