EVV — EATON VANCE LTD DURATION INC

Ownership history in OBSIDIAN CIO, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which OBSIDIAN CIO, LLC reported a position in EATON VANCE LTD DURATION INC (EVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.06% (2025 Q1)
Avg. % of fund
0.05%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 37,564 +674 +1.8% 0.05% $381K $9.71
2025 Q2 ADDED 36,890 +218 +0.6% 0.05% $378K $9.61
2025 Q1 ADDED 36,672 +13,220 +56.4% 0.06% $366K $9.14
2024 Q4 INITIATED 23,452 — — 0.04% $229K $8.75
% of Fund (quarterly)    EVV price (monthly, adj. close)

Other funds also holding EVV

As of 2025 Q4 — sorted by position size

SIT INVESTMENT ASSOCIATES INC 3Y 7Y 1.28% Kanen Wealth Management LLC 3Y 1.07% Shaker Financial Services, LLC 3Y 7Y 0.75% OAK HILL ADVISORS LP 3Y 7Y 0.63% MELFA WEALTH MANAGEMENT, INC. 3Y 0.57% KENNEDY INVESTMENT GROUP 0.51% PIN OAK INVESTMENT ADVISORS INC 3Y 7Y 0.44% PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.37% Future Financial Wealth Managment LLC 3Y 0.32% Chicago Partners Investment Group LLC 3Y 7Y 0.26%
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