EVV β€” EATON VANCE LTD DURATION INC

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  Β·  5 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported EATON VANCE LTD DURATION INC (EVV) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q1. 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EVV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's position in EATON VANCE LTD DURATION INC, 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

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

High-water mark
Peak Conviction
0.0% in 2026 Q1

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 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.

EVV stock page WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 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 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 55,769 -4,308 -7.2% 0.00% $522K 2026-04-08 $9.41
2025 Q4 REDUCED 60,077 -787 -1.3% 0.00% $600K 2026-01-08 $9.69
2025 Q3 ADDED 60,864 +4,357 +7.7% 0.00% $619K 2025-10-29 $9.62
2025 Q2 ADDED 56,507 +44,079 +354.7% 0.00% $587K 2025-07-10 $9.57
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding EVV

As of 2026 Q1 β€” sorted by position size

MELFA WEALTH MANAGEMENT, INC. 3Y 0.54% KENNEDY INVESTMENT GROUP, INC. 0.45% Future Financial Wealth Managment LLC 3Y 0.29% Mallini Complete Financial Planning LLC 0.26% Cyndeo Wealth Partners, LLC 3Y 0.2% DECISION INVESTMENTS, INC 0.13% Mendel Capital Management LLC 3Y 0.13% WEALTH EFFECTS LLC 3Y 0.12% Quad-Cities Investment Group, LLC 3Y 7Y 0.11% Capital Investment Advisors, LLC 3Y 7Y 0.1%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and EVV

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

How long has WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported owning EVV?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported EVV across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported EVV position in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio?

The largest reported portfolio weight for EVV was 0.00% in 2026 Q1.

What is the latest reported EVV position on this page?

The most recent filing on this page is 2026 Q1, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 55,769 shares, equal to 0.00% of portfolio, with an estimated market value of $522K.

What does the chart on this EVV ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, LLC'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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