ETW β€” EATON VANCE TAX-MANAGED GLOB

Ownership history in David J Yvars Group  Β·  4 quarters on record

AI Ownership Summary

David J Yvars Group reported EATON VANCE TAX-MANAGED GLOB (ETW) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.15% in 2026 Q1. The latest visible filing shows ETW at 0.15% 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.

What this ETW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was David J Yvars Group's position in EATON VANCE TAX-MANAGED GLOB, 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
2026 Q1

ETW was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2026 Q1

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

Time in book
Holding Window
2025 Q2 to 2026 Q1

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 David J Yvars Group held ETW β€” position size vs. price
% of Fund (quarterly)    ETW price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 31,030 +617 +2.0% 0.15% $272K 2026-04-08 $9.13
2025 Q4 ADDED 30,413 +6,378 +26.5% 0.15% $280K 2026-01-12 $9.11
2025 Q3 ADDED 24,035 +400 +1.7% 0.12% $218K 2025-10-27 $8.76
2025 Q2 INITIATED 23,635 β€” β€” 0.12% $204K 2025-07-09 $8.15

FAQ About David J Yvars Group and ETW

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

How long has David J Yvars Group reported owning ETW?

David J Yvars Group reported ETW across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported ETW position in David J Yvars Group's portfolio?

The largest reported portfolio weight for ETW was 0.15% in 2026 Q1.

What is the latest reported ETW position on this page?

The most recent filing on this page is 2026 Q1, when David J Yvars Group reported 31,030 shares, equal to 0.15% of portfolio, with an estimated market value of $272K.

What does the chart on this ETW ownership page compare?

The chart compares David J Yvars Group's quarterly ETW 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.

← Back to David J Yvars Group Holdings