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Altman Advisors, Inc.

Position in EFR — Eaton Vance Senior Floating-Rate Trust

CIK 1731671 CHICAGO, IL

Position in EFR

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$558,355
+$26,191 QoQ
Shares Held
52,675
+4.3% QoQ
Ownership
0.178%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#36
of 101 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in EFR Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Altman Advisors, Inc. holds $558,355 across 1 Asset Management name. EFR ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 EFR
Eaton Vance Senior Floating-Rate Trust
This page
52,675 $558,355

All Filings in EFR

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12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $558,355 52,675
2026-03-31 $532,164 50,490
2025-12-31 $580,115 52,075
2025-09-30 $638,695 55,830
2025-06-30 $677,798 55,924
2025-03-31 $651,014 53,144
2024-12-31 $1,026,598 80,203
2024-09-30 $1,088,442 85,368
2024-06-30 $1,477,569 112,964
2024-03-31 $1,466,565 112,553
2023-12-31 $1,402,208 110,759
2023-09-30 $471,514 38,936