Back to EVV
B. Riley Wealth Advisors, Inc. → EVV
B. Riley Wealth Advisors, Inc. EVV Position History
Eaton Vance Limited Duration Income Fund • Financial Services
Quarters held
6
Latest value
$139K
Q3 2026
Peak value
$268K
First seen
Q1 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2025 | $268K |
| Q3 2025 | $257K |
| Q4 2025 | $203K |
| Q1 2026 | $187K |
| Q2 2026 | $155K |
| Q3 2026 | $139K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $139K | 16.5K | — | — |
| Q2 2026 | $155K | 16.6K | — | — |
| Q1 2026 | $187K | 20.6K | — | — |
| Q4 2025 | $203K | 20.5K | — | — |
| Q3 2025 | $257K | 25.3K | — | — |
| Q1 2025 | $268K | 26.8K | — | — |
Other funds holding EVV
$103.6M
$102M
$102M
$101.5M
$99.1M
$99.1M
$97.5M
$97.4M