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Marshall Financial Group LLC

SEC CIK
0001841496
Latest filing
Jul 17, 2026

ETJ holding history

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

ETJ overviewAll 13F holders of ETJFull Q2 2026 holdings

Shares (Q2 2026)
12,025
Value
$99.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ETJ by Marshall Financial Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,025$99.4K<0.1%00.0%UnchangedHolders
Q1 202612,025$98.2K<0.1%00.0%UnchangedHolders
Q4 202512,025$106.1K<0.1%00.0%UnchangedHolders
Q3 202512,025$108.1K<0.1%−377−3.0%ReducedHolders
Q2 202512,402$111.1K<0.1%00.0%UnchangedHolders
Q1 202512,402$104.9K<0.1%00.0%UnchangedHolders
Q4 202412,402$115.5K<0.1%00.0%UnchangedHolders
Q3 202412,402$114.2K<0.1%00.0%UnchangedHolders
Q2 202412,402$108.9K<0.1%−2,508−16.8%ReducedHolders
Q1 202414,910$124.5K<0.1%−5,558−27.2%ReducedHolders
Q4 202320,468$160.5K0.1%00.0%UnchangedHolders
Q3 202320,468$157.2K0.1%00.0%UnchangedHolders
Q2 202320,468$168.2K0.1%00.0%UnchangedHolders
Q1 202320,468$162.7K0.1%00.0%UnchangedHolders
Q4 202220,468$153.5K0.1%00.0%UnchangedHolders
Q3 202220,468$169.0K0.1%00.0%UnchangedHolders
Q2 202220,468$172.0K0.1%00.0%UnchangedHolders
Q1 202220,468$202.0K0.1%00.0%UnchangedHolders
Q4 202120,468$219.0K0.1%00.0%UnchangedHolders
Q3 202120,468$219.0K0.1%−305−1.5%ReducedHolders
Q2 202120,773$239.0K0.1%00.0%UnchangedHolders
Q1 202120,773$224.0K0.1%––Holders

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