EIM β€” EATON VANCE MUN BD FD COM

Ownership history in Wellspring Financial Advisors, LLC  Β·  19 quarters on record

AI Ownership Summary

Wellspring Financial Advisors, LLC reported EATON VANCE MUN BD FD COM (EIM) in 19 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.12% in 2023 Q4. The latest visible filing shows EIM at 0.03% 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 EIM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wellspring Financial Advisors, LLC's position in EATON VANCE MUN BD FD 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 Q3

EIM was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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 Wellspring Financial Advisors, LLC held EIM β€” position size vs. price
% of Fund (quarterly)    EIM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 36,148 -9,226 -20.3% 0.03% $359K 2025-11-13 $9.71
2025 Q2 ADDED 45,374 +12,763 +39.1% 0.04% $439K 2025-08-13 $9.29
2025 Q1 REDUCED 32,611 -7,435 -18.6% 0.04% $325K 2025-05-15 $9.40
2024 Q4 REDUCED 40,046 -8,463 -17.4% 0.04% $415K 2025-02-13 $9.46
2024 Q3 REDUCED 48,509 -29,559 -37.9% 0.06% $522K 2024-11-13 $9.63
2024 Q2 ADDED 78,068 +13,432 +20.8% 0.11% $826K 2024-08-12 $9.41
2024 Q1 ADDED 64,636 +17,100 +36.0% 0.11% $669K 2024-05-01 $8.87
2023 Q4 ADDED 47,536 +26,800 +129.2% 0.12% $482K 2024-02-13 $9.02
11 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Wellspring Financial Advisors, LLC and EIM

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

How long has Wellspring Financial Advisors, LLC reported owning EIM?

Wellspring Financial Advisors, LLC reported EIM across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported EIM position in Wellspring Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for EIM was 0.12% in 2023 Q4.

What is the latest reported EIM position on this page?

The most recent filing on this page is 2025 Q3, when Wellspring Financial Advisors, LLC reported 36,148 shares, equal to 0.03% of portfolio, with an estimated market value of $359K.

What does the chart on this EIM ownership page compare?

The chart compares Wellspring Financial Advisors, LLC's quarterly EIM 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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