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INDEPENDENT FINANCIAL GROUP, LLC → EVV
INDEPENDENT FINANCIAL GROUP, LLC EVV Position History
Eaton Vance Limited Duration Income Fund • Financial Services
Quarters held
28
Latest value
$669K
Q3 2026
Peak value
$762K
First seen
Q1 2020
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2020 | $322K |
| Q2 2020 | $367K |
| Q3 2020 | $428K |
| Q4 2020 | $486K |
| Q1 2021 | $498K |
| Q2 2021 | $529K |
| Q3 2021 | $582K |
| Q4 2021 | $562K |
| Q1 2022 | $507K |
| Q2 2022 | $451K |
| Q3 2022 | $433K |
| Q4 2022 | $446K |
| Q1 2023 | $474K |
| Q2 2023 | $450K |
| Q3 2023 | $483K |
| Q4 2023 | $528K |
| Q1 2024 | $535K |
| Q2 2024 | $554K |
| Q3 2024 | $624K |
| Q4 2024 | $580K |
| Q1 2025 | $594K |
| Q2 2025 | $612K |
| Q3 2025 | $734K |
| Q4 2025 | $716K |
| Q1 2026 | $730K |
| Q1 2026 | $749K |
| Q2 2026 | $762K |
| Q3 2026 | $669K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $669K | 79.1K | — | — |
| Q2 2026 | $762K | 81.3K | — | — |
| Q1 2026 | $749K | 79.3K | — | — |
| Q1 2026 | $730K | 77.3K | — | — |
| Q4 2025 | $716K | 72.3K | — | — |
| Q3 2025 | $734K | 72.3K | — | — |
| Q2 2025 | $612K | 59.7K | — | — |
| Q1 2025 | $594K | 59.6K | — | — |
| Q4 2024 | $580K | 59.3K | — | — |
| Q3 2024 | $624K | 59.4K | — | — |
| Q2 2024 | $554K | 56.9K | — | — |
| Q1 2024 | $535K | 54.9K | — | — |
| Q4 2023 | $528K | 55.1K | — | — |
| Q3 2023 | $483K | 53.4K | — | — |
| Q2 2023 | $450K | 48.1K | — | — |
| Q1 2023 | $474K | 48.1K | — | — |
| Q4 2022 | $446K | 47.5K | — | — |
| Q3 2022 | $433K | 47.0K | — | — |
| Q2 2022 | $451K | 43.7K | — | — |
| Q1 2022 | $507K | 43.4K | — | — |
| Q4 2021 | $562K | 42.9K | — | — |
| Q3 2021 | $582K | 44.1K | — | — |
| Q2 2021 | $529K | 39.9K | — | — |
| Q1 2021 | $498K | 39.5K | — | — |
| Q4 2020 | $486K | 38.8K | — | — |
| Q3 2020 | $428K | 37.8K | — | — |
| Q2 2020 | $367K | 32.6K | — | — |
| Q1 2020 | $322K | 30.4K | — | — |
Other funds holding EVV
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$97.5M
$97.4M