DENVER WEALTH MANAGEMENT, INC.

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

CIK 1909800 DENVER, CO

Position in EVT

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$589,887

+$37,640 QoQ

Shares Held

24,028

+9.6% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

1.66%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

DENVER WEALTH MANAGEMENT, INC. holds $987,538 across 2 Asset Management names. EVT ranks #1 (59.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	EVT	Eaton Vance Tax-Advantaged Dividend Income Fund This page	24,028	$589,887
2	ETG	Eaton Vance Tax-Advantaged Global Dividend Income Fund	19,764	$397,651

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$589,887	24,028	+9.6%	Shares	Sole	2026-04-27
2025-12-31	$552,247	21,932	-0.5%	Shares	Sole	2026-02-13
2025-09-30	$538,951	22,043	-2.8%	Shares	Sole	2025-11-12
2025-06-30	$546,804	22,689	-2.1%	Shares	Sole	2025-08-13
2025-03-31	$539,421	23,181	-0.7%	Shares	Sole	2025-04-22
2024-12-31	$561,206	23,335	+1.0%	Shares	Sole	2025-01-22
2024-09-30	$570,536	23,108	-6.9%	Shares	Sole	2024-10-21
2024-06-30	$577,778	24,808	-8.8%	Shares	Sole	2024-07-22
2024-03-31	$641,660	27,189	-1.1%	Shares	Sole	2024-04-18
2023-12-31	$611,385	27,478	-9.6%	Shares	Sole	2024-01-23
2023-09-30	$643,702	30,392	-0.3%	Shares	Sole	2023-10-24
2023-06-30	$693,442	30,481	+1.3%	Shares	Sole	2023-07-17
2023-03-31	$680,086	30,079	+1.4%	Shares	Sole	2023-05-04
2022-12-31	$676,088	29,653	+10.9%	Shares	Sole	2023-01-27
2022-09-30	$581,725	26,746	+1.3%	Shares	Sole	2022-11-08
2022-06-30	$629,977	26,392	-1.9%	Shares	Sole	2022-08-11
2021-12-31	$801,112	26,892	+1.9%	Shares	Sole	2022-02-17
2021-03-31	$693,317	26,392	—	Shares	Sole	2022-04-26
No filing history on record for this holder in this stock.