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Wealth Effects LLC

SEC CIK
0001907254
Latest filing
Aug 6, 2026

EVV holding history

Eaton Vance Ltd Duration Income Fund in every 13F filed by Wealth Effects 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 (Q2 2026)
36,745
Value
$344.3K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of EVV by Wealth Effects LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202636,745$344.3K0.1%+650+1.8%AddedHolders
Q1 202636,095$341.1K0.1%+36,095NewHolders