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Livermore
Livermore
ZHEN

Stonebridge Financial Planning Group, LLC

SEC CIK
0001802494
Latest filing
Jul 31, 2026

EVT holding history

Eaton Vance Tax-Advantaged Dividend Income Fund in every 13F filed by Stonebridge Financial Planning Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EVT overviewAll 13F holders of EVTFull Q2 2026 holdings

Shares (Q2 2026)
13,000
Value
$359.8K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of EVT by Stonebridge Financial Planning Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,000$359.8K0.1%00.0%UnchangedHolders
Q1 202613,000$319.1K0.1%00.0%UnchangedHolders
Q4 202513,000$327.3K0.1%00.0%UnchangedHolders
Q3 202513,000$317.9K0.1%−403−3.0%ReducedHolders
Q2 202513,403$323.0K0.1%+403+3.1%AddedHolders
Q1 202513,000$302.5K0.1%00.0%UnchangedHolders
Q4 202413,000$312.6K0.1%00.0%UnchangedHolders
Q3 202413,000$321.0K0.2%00.0%UnchangedHolders
Q2 202413,000$302.8K0.2%00.0%UnchangedHolders
Q1 202413,000$306.8K0.2%00.0%UnchangedHolders
Q4 202313,000$289.3K0.2%00.0%UnchangedHolders
Q3 202313,000$275.3K0.2%00.0%UnchangedHolders
Q2 202313,000$295.8K0.2%−1,000−7.1%ReducedHolders
Q1 202314,000$316.5K0.2%−176−1.2%ReducedHolders
Q4 202214,176$323.2K0.2%−100−0.7%ReducedHolders
Q3 202214,276$311.0K0.2%+100+0.7%AddedHolders
Q2 202214,176$338.0K0.2%−528−3.6%ReducedHolders
Q1 202214,704$426.0K0.2%−10.0%ReducedHolders
Q4 202114,705$404.0K0.2%00.0%UnchangedHolders
Q3 202114,705$434.0K0.2%−353−2.3%ReducedHolders
Q2 202115,058$420.0K0.2%−5,000−24.9%ReducedHolders
Q1 202120,058$537.0K0.3%––Holders

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