Diligent Investors, LLC
Position in EVG — Eaton Vance Short Duration Diversified Income Fund
CIK 1549042
REDLANDS, CA
Position in EVG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$383,735
-$36,317 QoQ
Shares Held
35,597
-9.4% QoQ
Ownership
0.265%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#20
of 41 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Diligent Investors, LLC holds $6,059,458 across 11 Asset Management names. EVG ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
13,791 | $1,622,786 | |
| 2 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
140,732 | $1,546,644 | |
| 3 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
62,746 | $615,538 | |
| 4 | NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
|
35,076 | $439,502 | |
| 5 | EVG |
Eaton Vance Short Duration Diversified Income Fund
This page
|
35,597 | $383,735 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
10,485 | $316,332 | |
| 7 | FSK |
FS KKR Capital Corp
|
28,594 | $300,237 | |
| 8 | KKR |
KKR & Co. Inc.
|
3,145 | $288,648 |
All Filings in EVG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,735 | 35,597 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $420,052 | 39,294 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $427,332 | 39,133 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $440,461 | 38,910 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $426,827 | 38,697 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $519,815 | 47,342 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $514,943 | 47,156 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $525,012 | 46,960 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $505,105 | 46,769 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $565,752 | 53,575 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $553,503 | 53,324 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $551,051 | 53,139 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $519,478 | 52,954 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $518,320 | 49,600 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $523,827 | 51,406 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $498,290 | 50,846 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $344,494 | 32,046 | Shares | Sole | 2022-07-13 | |
| No filing history on record for this holder in this stock. | ||||||