HHM Wealth Advisors, LLC
Position in ETY — Eaton Vance Tax-Managed Diversified Equity Income Fund
CIK 1750086
CHATTANOOGA, TN
Position in ETY
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$56,386
+$3,971 QoQ
Shares Held
3,878
+2.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#11
of 15 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ETY Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026HHM Wealth Advisors, LLC holds $1,725,165 across 27 Asset Management names. ETY ranks #7 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
4,207 | $495,037 | |
| 2 | KKR |
KKR & Co. Inc.
|
3,599 | $330,316 | |
| 3 | ASST |
Strive, Inc.
|
13,000 | $141,830 | |
| 4 | MAIN |
Main Street Capital CORP
|
2,709 | $140,542 | |
| 5 | DNP |
Dnp Select Income Fund Inc
|
8,599 | $92,783 | |
| 6 | BLK |
BlackRock, Inc.
|
96 | $92,309 | |
| 7 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
This page
|
3,878 | $56,386 | |
| 8 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
4,825 | $47,333 |
All Filings in ETY
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,386 | 3,878 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $52,415 | 3,801 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $57,126 | 3,724 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $58,098 | 3,654 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $55,490 | 3,587 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $50,123 | 3,515 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $51,517 | 3,446 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $49,487 | 3,378 | Shares | Sole | 2024-11-12 | |
| 2022-06-30 | $22,660 | 2,000 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $27,940 | 2,000 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $30,100 | 2,000 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $27,900 | 2,000 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $28,140 | 2,000 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $25,540 | 2,000 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $24,500 | 2,000 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $21,780 | 2,000 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $21,560 | 2,000 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $18,640 | 2,000 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||