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Simplicity Wealth,LLC

SEC CIK
0001913243
Latest filing
Aug 6, 2026

EVT holding history

Eaton Vance Tax-Advantaged Dividend Income Fund in every 13F filed by Simplicity 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2025
Holdings of EVT by Simplicity Wealth,LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−11,468−100.0%Sold outHolders
Q1 202611,468$281.5K<0.1%00.0%UnchangedHolders
Q4 202511,468$288.8K<0.1%+11,468NewHolders