DENVER WEALTH MANAGEMENT, INC.
Position in EVT — Eaton Vance Tax-Advantaged Dividend Income Fund
CIK 1909800
DENVER, CO
Position in EVT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$663,877
+$73,990 QoQ
Shares Held
23,984
-0.2% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
19 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, 2026DENVER WEALTH MANAGEMENT, INC. holds $90,091,296 across 4 Asset Management names. EVT ranks #2 (0.7% of the industry book) .
All Filings in EVT
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $663,877 | 23,984 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $589,887 | 24,028 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $552,247 | 21,932 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $538,951 | 22,043 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $546,804 | 22,689 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $539,421 | 23,181 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $561,206 | 23,335 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $570,536 | 23,108 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $577,778 | 24,808 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $641,660 | 27,189 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $611,385 | 27,478 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $643,702 | 30,392 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $693,442 | 30,481 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $680,086 | 30,079 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $676,088 | 29,653 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $581,725 | 26,746 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $629,977 | 26,392 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $801,112 | 26,892 | 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. | ||||||