SHIKIAR ASSET MANAGEMENT INC ETY β€” EATON VANCE DIVERSIFIED EQUITY

Ownership history in SHIKIAR ASSET MANAGEMENT INC  Β·  3 quarters on record

AI Ownership Summary

SHIKIAR ASSET MANAGEMENT INC reported EATON VANCE DIVERSIFIED EQUITY (ETY) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.16% in 2025 Q3. The latest visible filing shows ETY at 0.16% 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 SHIKIAR ASSET MANAGEMENT INC's position in EATON VANCE DIVERSIFIED EQUITY, 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 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% 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 Q3 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.

How SHIKIAR ASSET MANAGEMENT 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 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 39,865 β€” 0% 0.16% $550 2026-04-23 $14.35
2025 Q4 UNCHANGED β€” β€” β€” 39,865 β€” 0% 0.15% $612K 2026-01-22 $14.65
2025 Q3 INITIATED β€” β€” β€” 39,865 β€” β€” 0.16% $634K 2025-10-14 $14.77

FAQ About SHIKIAR ASSET MANAGEMENT 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 SHIKIAR ASSET MANAGEMENT INC reported owning ETY?

SHIKIAR ASSET MANAGEMENT INC reported ETY across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported ETY position in SHIKIAR ASSET MANAGEMENT INC's portfolio?

The largest reported portfolio weight for ETY was 0.16% in 2025 Q3.

What is the latest reported ETY position on this page?

The most recent filing on this page is 2026 Q1, when SHIKIAR ASSET MANAGEMENT INC reported 39,865 shares, equal to 0.16% of portfolio, with an estimated market value of $550.

What does the chart on this ETY ownership page compare?

The chart compares SHIKIAR ASSET MANAGEMENT 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.

← Back to SHIKIAR ASSET MANAGEMENT INC Holdings