ETY EATON VANCE TAX-MANAGED DIVE

Ownership history in David J Yvars Group  ·  21 quarters on record

AI Ownership Summary

David J Yvars Group reported EATON VANCE TAX-MANAGED DIVE (ETY) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.45% in 2025 Q1. The latest visible filing shows ETY at 0.36% 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 David J Yvars Group'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 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.45% in 2025 Q1

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 David J Yvars Group held ETY — position size vs. price
% of Fund (quarterly)    ETY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 43,465 +3,443 +8.6% 0.36% $669K 2026-02-14 (Est.) $14.73
2025 Q3 REDUCED 40,022 -600 -1.5% 0.34% $636K 2025-10-27 $15.28
2025 Q2 ADDED 40,622 +483 +1.2% 0.37% $628K 2025-07-09 $14.75
2025 Q1 ADDED 40,139 +1,377 +3.6% 0.45% $571K 2025-04-17 $12.24
2024 Q4 REDUCED 38,762 -20 -0.1% 0.35% $580K 2025-01-14 $13.52
2024 Q3 ADDED 38,782 +707 +1.9% 0.35% $565K 2024-10-31 $12.98
2024 Q2 ADDED 38,075 +191 +0.5% 0.34% $536K 2024-07-23 $12.25
2024 Q1 ADDED 37,884 +158 +0.4% 0.34% $507K 2024-04-11 $11.39
2023 Q4 ADDED 37,726 +174 +0.5% 0.37% $459K 2024-01-10 $10.13
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About David J Yvars Group and ETY

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 ETY?

David J Yvars Group reported ETY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

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

The largest reported portfolio weight for ETY was 0.45% in 2025 Q1.

What is the latest reported ETY position on this page?

The most recent filing on this page is 2025 Q4, when David J Yvars Group reported 43,465 shares, equal to 0.36% of portfolio, with an estimated market value of $669K.

What does the chart on this ETY ownership page compare?

The chart compares David J Yvars Group'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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