Seek First Inc. ETY β€” EATON VANCE TAX-MANAGED DIVE

Ownership history in Seek First Inc.  Β·  5 quarters on record

AI Ownership Summary

Seek First Inc. reported EATON VANCE TAX-MANAGED DIVE (ETY) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.24% in 2025 Q3. The latest visible filing shows ETY at 0.22% 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 ETY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Seek First Inc.'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
2026 Q1

ETY was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% 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
2025 Q1 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.

ETY stock page Seek First Inc. fund profile Seek First Inc. full holdings
How Seek First Inc. held ETY β€” position size vs. price
% of Fund (quarterly)    ETY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 22,253 +449 +2.1% 0.22% $307K 2026-04-24 $14.59
2025 Q4 ADDED β€” β€” β€” 21,804 +409 +1.9% 0.23% $334K 2026-01-30 $14.97
2025 Q3 ADDED β€” β€” β€” 21,395 +4,846 +29.3% 0.24% $340K 2025-11-12 $15.17
2025 Q2 UNCHANGED β€” β€” β€” 16,549 β€” 0% 0.21% $236K 2025-07-10 $14.72
2025 Q1 INITIATED β€” β€” β€” 16,549 β€” β€” 0.21% $236K 2025-05-13 $13.58

🏒 Other funds also holding ETY

As of 2026 Q1 β€” sorted by position size

C2C Wealth Management, LLC 3Y 2.68% PMG Family Office LLC 1.75% Pathway Financial Advisers, LLC 1.72% S Harris Financial Group, LLC 1.06% Morey & Quinn Wealth Partners, LLC 0.5% David J Yvars Group 3Y 0.37% ELCO Management Co., LLC 3Y 7Y 0.29% WEALTH EFFECTS LLC 3Y 0.22% Summit Investment Advisory Services, LLC 3Y 0.21% Exchange Bank 0.16%

FAQ About Seek First Inc. and ETY

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

How long has Seek First Inc. reported owning ETY?

Seek First Inc. reported ETY across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported ETY position in Seek First Inc.'s portfolio?

The largest reported portfolio weight for ETY was 0.24% in 2025 Q3.

What is the latest reported ETY position on this page?

The most recent filing on this page is 2026 Q1, when Seek First Inc. reported 22,253 shares, equal to 0.22% of portfolio, with an estimated market value of $307K.

What does the chart on this ETY ownership page compare?

The chart compares Seek First Inc.'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.

How well did Seek First Inc. time their ETY position?

Based on 13F filing dates vs. subsequent ETY price moves, Seek First Inc. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on ETY relative to SPY over the holding period was -9.1%.

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