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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

EVV holding history

Eaton Vance Ltd Duration Income Fund in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EVV overviewAll 13F holders of EVVFull Q2 2026 holdings

Shares (Q2 2026)
228,190
Value
$2.14M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of EVV by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026228,190$2.14M<0.1%−408−0.2%ReducedHolders
Q1 2026228,598$2.16M<0.1%+200+0.1%AddedHolders
Q4 2025228,398$2.26M<0.1%−29,089−11.3%ReducedHolders
Q3 2025257,487$2.61M<0.1%−17,709−6.4%ReducedHolders
Q2 2025275,196$2.82M<0.1%−780−0.3%ReducedHolders
Q1 2025275,976$2.75M<0.1%−2,010−0.7%ReducedHolders
Q4 2024277,986$2.72M<0.1%+255,211+1,120.6%AddedHolders
Q3 202422,775$239.4K<0.1%−8,150−26.4%ReducedHolders
Q2 202430,925$301.2K<0.1%−4,163−11.9%ReducedHolders
Q1 202435,088$342.1K<0.1%+8,051+29.8%AddedHolders
Q4 202327,037$259.0K<0.1%−14,911−35.5%ReducedHolders
Q3 202341,948$379.2K<0.1%+9,532+29.4%AddedHolders
Q2 202332,416$303.4K<0.1%+392+1.2%AddedHolders
Q1 202332,024$315.4K<0.1%−5,572−14.8%ReducedHolders
Q4 202237,596$353.0K<0.1%+6,995+22.9%AddedHolders
Q3 202230,601$282.0K<0.1%−5,628−15.5%ReducedHolders
Q2 202236,229$374.0K<0.1%−24,330−40.2%ReducedHolders
Q1 202260,559$709.0K<0.1%+686+1.1%AddedHolders
Q4 202159,873$784.0K<0.1%−1,272−2.1%ReducedHolders
Q3 202161,145$806.0K<0.1%+1,500+2.5%AddedHolders
Q2 202159,645$791.0K<0.1%−12,061−16.8%ReducedHolders
Q1 202171,706$906.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.