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Livermore
Livermore
ZHEN

Monograph Wealth Advisors, LLC

SEC CIK
0001776588
Latest filing
Aug 14, 2026

ETY holding history

Eaton Vance Tax-Managed Diversified Equity Income Fund in every 13F filed by Monograph Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ETY overviewAll 13F holders of ETYFull Q2 2026 holdings

Shares (Q2 2026)
18,000
Value
$261.7K
% of portfolio
<0.1%
Quarters held
17
Since Q4 2021
Holdings of ETY by Monograph Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,000$261.7K<0.1%00.0%UnchangedHolders
Q1 202618,000$248.2K<0.1%−295−1.6%ReducedHolders
Q4 202518,295$280.6K<0.1%+30.0%AddedHolders
Q3 202518,292$290.8K<0.1%+40.0%AddedHolders
Q2 202518,288$282.9K<0.1%+30.0%AddedHolders
Q1 202518,285$260.7K<0.1%+30.0%AddedHolders
Q4 202418,282$273.3K<0.1%+30.0%AddedHolders
Q3 202418,279$267.8K<0.1%−9,496−34.2%ReducedHolders
Q2 202427,775$390.2K0.1%+9,503+52.0%AddedHolders
Q1 202418,272$244.1K<0.1%+30.0%AddedHolders
Q4 202318,269$222.7K<0.1%+30.0%AddedHolders
Q3 202318,266$210.8K<0.1%+30.0%AddedHolders
Q2 202318,263$227.6K<0.1%+30.0%AddedHolders
Q1 202318,260$213.1K0.1%+18,260NewHolders
Q3 20220$00.0%−18,251−100.0%Sold outHolders
Q2 202218,251$207.0K0.1%+20.0%AddedHolders
Q1 202218,249$255.0K0.1%+30.0%AddedHolders
Q4 202118,246$275.0K0.1%–No prior filingHolders