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Cornerstone Wealth Group, LLC

SEC CIK
0001774879
Latest filing
Jul 27, 2026

EVV holding history

Eaton Vance Ltd Duration Income Fund in every 13F filed by Cornerstone Wealth Group, LLC, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2024
Holdings of EVV by Cornerstone Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−12,460−100.0%Sold outHolders
Q4 202512,460$123.5K<0.1%00.0%UnchangedHolders
Q3 202512,460$126.5K<0.1%00.0%UnchangedHolders
Q2 202512,460$127.8K<0.1%00.0%UnchangedHolders
Q1 202512,460$124.4K<0.1%00.0%UnchangedHolders
Q4 202412,460$121.7K<0.1%00.0%UnchangedHolders
Q3 202412,460$131.0K<0.1%00.0%UnchangedHolders
Q2 202412,460$121.4K<0.1%00.0%UnchangedHolders
Q1 202412,460$121.5K<0.1%+12,460NewHolders