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Equibles

Meridian Wealth Management, LLC

Position in EVT — Eaton Vance Tax-Advantaged Dividend Income Fund

CIK 1697300 LEXINGTON, KY
Back to EVT Full portfolio

Position in EVT

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$1,277,099
+$170,729 QoQ
Shares Held
46,138
+2.4% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#43
of 157 holders
Holding Since
Jun 2020
21 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 Jun 30, 2026

Meridian Wealth Management, LLC holds $28,626,622 across 25 Asset Management names. EVT ranks #6 (4.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MAIN
Main Street Capital CORP
 108,809 $5,645,010
2 KYN
Kayne Anderson Energy Infrastructure Fund, Inc.
 373,362 $5,163,596
3 ARCC
Ares Capital Corp
 253,713 $4,701,301
4 ARES
Ares Management Corp
 31,354 $3,490,013
5 ETV
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
 127,068 $1,890,771
6 EVT
Eaton Vance Tax-Advantaged Dividend Income Fund
This page 		46,138 $1,277,099
7 ETB
Eaton Vance Tax-Managed Buy-Write Income Fund
 79,209 $1,230,907
8 STK
Columbia Seligman Premium Technology Growth Fund, Inc.
 17,839 $960,986

All Filings in EVT

Export CSV
21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,277,099 46,138
2026-03-31 $1,106,370 45,066
2025-12-31 $1,128,038 44,799
2025-09-30 $1,012,547 41,413
2025-06-30 $927,440 38,483
2025-03-31 $786,339 33,792
2024-12-31 $683,476 28,419
2024-09-30 $585,473 23,713
2024-06-30 $363,510 15,608
2023-12-31 $261,593 11,757
2023-09-30 $244,544 11,546
2023-06-30 $258,440 11,360
2023-03-31 $263,429 11,651
2022-12-31 $216,394 9,491
2022-03-31 $258,704 8,927
2021-12-31 $261,883 8,791
2021-09-30 $276,997 10,091
2021-06-30 $283,475 10,256
2021-03-31 $268,111 10,206
2020-12-31 $230,327 9,739
2020-06-30 $238,903 12,417