EVV β€” EATON VANCE LIMITED DURATION I COM

Ownership history in Strategic Wealth Partners, Ltd.  Β·  1 quarter on record

AI Ownership Summary

Strategic Wealth Partners, Ltd. reported EATON VANCE LIMITED DURATION I COM (EVV) in 1 quarterly 13F filing from 2025 Q2 through 2025 Q2. The latest visible filing shows EVV at 0.00% 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 EVV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Strategic Wealth Partners, Ltd.'s position in EATON VANCE LIMITED DURATION I COM, 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 Q2

EVV was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 to 2025 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.

How Strategic Wealth Partners, Ltd. held EVV β€” position size vs. price
% of Fund (quarterly)    EVV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 INITIATED 700 β€” β€” 0.00% $7K 2025-08-11 $9.50

FAQ About Strategic Wealth Partners, Ltd. and EVV

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

How long has Strategic Wealth Partners, Ltd. reported owning EVV?

Strategic Wealth Partners, Ltd. reported EVV across 1 quarterly 13F filings, from 2025 Q2 through 2025 Q2.

What was the largest reported EVV position in Strategic Wealth Partners, Ltd.'s portfolio?

The largest reported portfolio weight for EVV was 0.00% in 2025 Q2.

What is the latest reported EVV position on this page?

The most recent filing on this page is 2025 Q2, when Strategic Wealth Partners, Ltd. reported 700 shares, equal to 0.00% of portfolio, with an estimated market value of $7K.

What does the chart on this EVV ownership page compare?

The chart compares Strategic Wealth Partners, Ltd.'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.

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