Meridian Wealth Management, LLC
Position in EVT — Eaton Vance Tax-Advantaged Dividend Income Fund
CIK 1697300
LEXINGTON, KY
Position in EVT
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,106,370
-$21,668 QoQ
Shares Held
45,066
+0.6% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
20 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in EVT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Meridian Wealth Management, LLC holds $29,229,757 across 25 Asset Management names. EVT ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
409,280 | $5,844,518 | |
| 2 | MAIN |
Main Street Capital CORP
|
101,197 | $5,359,393 | |
| 3 | ARCC |
Ares Capital Corp
|
225,977 | $4,072,105 | |
| 4 | ARES |
Ares Management Corp
|
32,304 | $3,524,366 | |
| 5 | EQH |
Equitable Holdings, Inc.
|
63,592 | $2,359,899 | |
| 6 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
96,023 | $1,312,634 | |
| 7 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
This page
|
45,066 | $1,106,370 | |
| 8 | ETB |
Eaton Vance Tax-Managed Buy-Write Income Fund
|
74,893 | $1,079,957 |
All Filings in EVT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,106,370 | 45,066 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,128,038 | 44,799 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,012,547 | 41,413 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $927,440 | 38,483 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $786,339 | 33,792 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $683,476 | 28,419 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $585,473 | 23,713 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $363,510 | 15,608 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $261,593 | 11,757 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $244,544 | 11,546 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $258,440 | 11,360 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $263,429 | 11,651 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $216,394 | 9,491 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $258,704 | 8,927 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $261,883 | 8,791 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $276,997 | 10,091 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $283,475 | 10,256 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $268,111 | 10,206 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $230,327 | 9,739 | Shares | Sole | 2021-01-19 | |
| 2020-06-30 | $238,903 | 12,417 | Shares | Sole | 2020-07-15 | |
| No filing history on record for this holder in this stock. | ||||||