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Equibles

Stonebridge Financial Planning Group, LLC

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

CIK 1802494 ORLANDO, FL
Back to EVT Full portfolio

Position in EVT

as of Jun 30, 2026 · filed Jul 31, 2026
Position Value
$359,840
+$40,690 QoQ
Shares Held
13,000
0.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#86
of 157 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026

Stonebridge Financial Planning Group, LLC holds $2,343,203 across 5 Asset Management names. EVT ranks #4 (15.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ARCC
Ares Capital Corp
 46,997 $870,854
2 MMT
Aberdeen Multi-Market Income Fund
 95,998 $422,391
3 APO
Apollo Global Management, Inc.
 3,500 $414,085
4 EVT
Eaton Vance Tax-Advantaged Dividend Income Fund
This page 		13,000 $359,840
5 EXG
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
 28,138 $276,033

All Filings in EVT

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $359,840 13,000
2026-03-31 $319,150 13,000
2025-12-31 $327,340 13,000
2025-09-30 $317,850 13,000
2025-06-30 $323,012 13,403
2025-03-31 $302,510 13,000
2024-12-31 $312,650 13,000
2024-09-30 $320,970 13,000
2024-06-30 $302,770 13,000
2024-03-31 $306,800 13,000
2023-12-31 $289,250 13,000
2023-09-30 $275,340 13,000
2023-06-30 $295,750 13,000
2023-03-31 $316,540 14,000
2022-12-31 $323,212 14,176
2022-09-30 $310,503 14,276
2022-06-30 $338,381 14,176
2022-03-31 $426,121 14,704
2021-12-31 $438,061 14,705
2021-09-30 $403,652 14,705
2021-06-30 $416,203 15,058
2021-03-31 $526,923 20,058
2020-12-31 $474,371 20,058
2020-09-30 $395,142 20,058
2020-06-30 $537,911 27,958
2020-03-31 $494,196 29,364