Fortitude Advisory Group L.L.C. EVV — EATON VANCE LTD DURATION INC

Ownership history in Fortitude Advisory Group L.L.C.  ·  18 quarters on record

AI Ownership Summary

Fortitude Advisory Group L.L.C. reported EATON VANCE LTD DURATION INC (EVV) in 18 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.24% in 2025 Q1. The latest visible filing shows EVV at 0.13% 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 EVV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fortitude Advisory Group L.L.C.'s position in EATON VANCE LTD DURATION INC, 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 Q2

EVV was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% 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
2024 Q1 to 2026 Q2

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.

EVV stock page Fortitude Advisory Group L.L.C. fund profile Fortitude Advisory Group L.L.C. full holdings
How Fortitude Advisory Group L.L.C. held EVV — position size vs. price
% of Fund (quarterly)    EVV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 36,756 +1,932 +5.5% 0.13% $344K 2026-07-22 $9.20
2026 Q1 UNCHANGED — — — 34,824 — 0% 0.15% $329K 2026-04-28 $9.25
2025 Q4 UNCHANGED — — — 34,824 — 0% 0.15% $345K 2026-02-13 $9.58
2025 Q3 UNCHANGED — — — 34,824 — 0% 0.19% $353K 2025-11-05 $9.40
2025 Q2 UNCHANGED — — — 34,824 — 0% 0.20% $357K 2025-07-22 $9.25
2025 Q1 ADDED — — — 34,824 +1,054 +3.1% 0.24% $334K 2025-04-17 $8.61
2024 Q4 ADDED — — — 33,770 +387 +1.2% 0.20% $330K 2025-01-22 $8.87
2024 Q3 ADDED — — — 33,383 +3,951 +13.4% 0.22% $351K 2024-11-13 $8.66
2024 Q2 ADDED — — — 29,432 +508 +1.8% 0.17% $287K 2024-07-25 $8.12
2024 Q1 ADDED — — — 28,924 +3,123 +12.1% 0.16% $282K 2024-05-02 $7.86
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EVV

As of 2026 Q2 — sorted by position size

Shaker Financial Services, LLC 3Y 7Y 0.68% MELFA WEALTH MANAGEMENT, INC. 3Y 0.5% Future Financial Wealth Managment LLC 3Y 0.24% Mallini Complete Financial Planning LLC 0.23% Cyndeo Wealth Partners, LLC 3Y 0.17% Mendel Capital Management LLC 3Y 0.11% Camelot Portfolios, LLC 3Y 7Y 0.11% DECISION INVESTMENTS, INC 0.1% Quad-Cities Investment Group, LLC 3Y 7Y 0.08% IAMS WEALTH MANAGEMENT, LLC 0.06%

FAQ About Fortitude Advisory Group L.L.C. and EVV

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

How long has Fortitude Advisory Group L.L.C. reported owning EVV?

Fortitude Advisory Group L.L.C. reported EVV across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported EVV position in Fortitude Advisory Group L.L.C.'s portfolio?

The largest reported portfolio weight for EVV was 0.24% in 2025 Q1.

What is the latest reported EVV position on this page?

The most recent filing on this page is 2026 Q2, when Fortitude Advisory Group L.L.C. reported 36,756 shares, equal to 0.13% of portfolio, with an estimated market value of $344K.

What does the chart on this EVV ownership page compare?

The chart compares Fortitude Advisory Group L.L.C.'s quarterly EVV 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.

How well did Fortitude Advisory Group L.L.C. time their EVV position?

Based on 13F filing dates vs. subsequent EVV price moves, Fortitude Advisory Group L.L.C. correctly timed 8 out of 13 reported position changes (62%). The annualised alpha on EVV relative to SPY over the holding period was -55.8%.

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