EVM β€” EATON VANCE CALIF MUN BD FD

Ownership history in North Ground Capital  Β·  2 quarters on record

AI Ownership Summary

North Ground Capital reported EATON VANCE CALIF MUN BD FD (EVM) in 2 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.1% in 2025 Q3. The latest visible filing shows EVM at 0.10% 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 EVM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was North Ground Capital's position in EATON VANCE CALIF MUN BD FD, 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 Q3

EVM was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2025 Q3

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

Time in book
Holding Window
2024 Q4 to 2025 Q3

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 North Ground Capital held EVM β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 17,623 +16,623 +1662.3% 0.10% $167K 2025-10-29 β€”
2024 Q4 INITIATED 1,000 β€” β€” 0.01% $9K 2025-02-14 β€”

FAQ About North Ground Capital and EVM

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

How long has North Ground Capital reported owning EVM?

North Ground Capital reported EVM across 2 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported EVM position in North Ground Capital's portfolio?

The largest reported portfolio weight for EVM was 0.10% in 2025 Q3.

What is the latest reported EVM position on this page?

The most recent filing on this page is 2025 Q3, when North Ground Capital reported 17,623 shares, equal to 0.10% of portfolio, with an estimated market value of $167K.

What does the chart on this EVM ownership page compare?

The chart compares North Ground Capital's quarterly EVM 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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