EP Wealth Advisors, LLC
- SEC CIK
- 0001540569
- Latest filing
- Aug 11, 2026
EVG holding history
Eaton Vance Short Duration Diversified Income Fund in every 13F filed by EP Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
EVG overviewAll 13F holders of EVGFull Q2 2026 holdings
- Shares (Q2 2025)
- 0
- Sold out in Q2 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 0 | $0 | 0.0% | −10,380−100.0% | Sold out | Holders |
| Q1 2025 | 10,380 | $114.0K | <0.1% | −8,975−46.4% | Reduced | Holders |
| Q4 2024 | 19,355 | $211.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 19,355 | $216.4K | <0.1% | +180+0.9% | Added | Holders |
| Q2 2024 | 19,175 | $207.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 19,175 | $202.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 19,175 | $199.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 19,175 | $198.8K | <0.1% | +19,175 | New | Holders |