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Livermore
Livermore
ZHEN

1776 Wealth LLC

SEC CIK
0001803140
Latest filing
Aug 10, 2026

EVT holding history

Eaton Vance Tax-Advantaged Dividend Income Fund in every 13F filed by 1776 Wealth 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)
76,286
Value
$2.11M
% of portfolio
0.7%
Quarters held
21
Since Q1 2021
Holdings of EVT by 1776 Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202676,286$2.11M0.7%00.0%UnchangedHolders
Q1 202676,286$1.87M0.7%00.0%UnchangedHolders
Q4 202576,286$1.92M0.7%+636+0.8%AddedHolders
Q3 202575,650$1.85M0.7%+3,042+4.2%AddedHolders
Q2 202572,608$1.75M0.7%−601−0.8%ReducedHolders
Q1 202573,209$1.70M0.8%00.0%UnchangedHolders
Q4 202473,209$1.76M0.8%−160−0.2%ReducedHolders
Q3 202473,369$1.81M0.8%−3,235−4.2%ReducedHolders
Q2 202476,604$1.78M0.8%+1,364+1.8%AddedHolders
Q1 202475,240$1.78M0.9%00.0%UnchangedHolders
Q4 202375,240$1.67M0.8%+75,240NewHolders
Q3 20230$00.0%−65,223−100.0%Sold outHolders
Q2 202365,223$1.48M0.8%+3,034+4.9%AddedHolders
Q1 202362,189$1.41M0.8%00.0%UnchangedHolders
Q4 202262,189$1.42M1.0%−11,082−15.1%ReducedHolders
Q3 202273,271$1.59M1.2%00.0%UnchangedHolders
Q2 202273,271$1.75M1.2%00.0%UnchangedHolders
Q1 202273,271$2.12M1.2%−2,815−3.7%ReducedHolders
Q4 202176,086$2.27M1.2%+1,831+2.5%AddedHolders
Q3 202174,255$2.04M1.2%−715−1.0%ReducedHolders
Q2 202174,970$2.07M1.2%+353+0.5%AddedHolders
Q1 202174,617$1.96M1.2%––Holders

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