Position in EVV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$366,638
+$68,982 QoQ
Shares Held
39,129
+24.2% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#60
of 145 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in EVV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Apriem Advisors holds $5,977,099 across 11 Asset Management names. EVV ranks #5 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
21,616 | $2,543,554 | |
| 2 | NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
|
45,436 | $569,313 | |
| 3 | FRA |
Blackrock Floating Rate Income Strategies Fund, Inc.
|
47,848 | $525,849 | |
| 4 | NAC |
Nuveen California Quality Municipal Income Fund
|
33,120 | $401,414 | |
| 5 | EVV |
Eaton Vance Ltd Duration Income Fund
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|
39,129 | $366,638 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
10,871 | $327,978 | |
| 7 | DBL |
DoubleLine Opportunistic Credit Fund
|
20,110 | $289,181 | |
| 8 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
15,083 | $281,147 |
All Filings in EVV
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,638 | 39,129 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $297,656 | 31,498 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $311,847 | 31,468 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $319,116 | 31,440 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $388,977 | 37,912 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $378,092 | 37,885 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $313,216 | 32,059 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $339,798 | 32,331 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $304,891 | 31,303 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $265,931 | 27,275 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $261,035 | 27,248 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $246,077 | 27,221 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $254,535 | 27,194 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $336,554 | 34,168 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $902,379 | 96,100 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $844,068 | 91,647 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $873,907 | 84,599 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $972,890 | 83,153 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,116,290 | 85,213 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,130,224 | 85,753 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,050,775 | 79,244 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $968,885 | 76,713 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $876,423 | 69,946 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $745,702 | 65,933 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $870,551 | 77,245 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $5,953,806 | 563,274 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||