Stonebridge Financial Planning Group, LLC
Position in EVT — Eaton Vance Tax-Advantaged Dividend Income Fund
CIK 1802494
ORLANDO, FL
Position in EVT
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$319,150
-$8,190 QoQ
Shares Held
13,000
0.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Stonebridge Financial Planning Group, LLC holds $2,739,391 across 5 Asset Management names. EVT ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
81,975 | $1,477,189 | |
| 2 | APO |
Apollo Global Management, Inc.
|
3,500 | $389,970 | |
| 3 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
This page
|
13,000 | $319,150 | |
| 4 | MCR |
Mfs Charter Income Trust
|
51,149 | $309,962 | |
| 5 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
28,074 | $243,120 |
All Filings in EVT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $319,150 | 13,000 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $327,340 | 13,000 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $317,850 | 13,000 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $323,012 | 13,403 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $302,510 | 13,000 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $312,650 | 13,000 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $320,970 | 13,000 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $302,770 | 13,000 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $306,800 | 13,000 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $289,250 | 13,000 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $275,340 | 13,000 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $295,750 | 13,000 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $316,540 | 14,000 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $323,212 | 14,176 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $310,503 | 14,276 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $338,381 | 14,176 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $426,121 | 14,704 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $438,061 | 14,705 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $403,652 | 14,705 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $416,203 | 15,058 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $526,923 | 20,058 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $474,371 | 20,058 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $395,142 | 20,058 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $537,911 | 27,958 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $494,196 | 29,364 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||