Position in EVV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$297,656
-$14,191 QoQ
Shares Held
31,498
+0.1% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95.55527335068894.ToString("F0")%
Shared 0.ToString("F0")%
None 4.444726649311067.ToString("F0")%
Common Shares in EVV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Apriem Advisors holds $3,678,903 across 12 Asset Management names. EVV ranks #6 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
|
43,436 | $516,888 | |
| 2 | FRA |
Blackrock Floating Rate Income Strategies Fund, Inc.
|
44,287 | $488,042 | |
| 3 | PHYS |
Sprott Physical Gold Trust
|
11,137 | $394,695 | |
| 4 | NAC |
Nuveen California Quality Municipal Income Fund
|
32,220 | $375,363 | |
| 5 | DBL |
DoubleLine Opportunistic Credit Fund
|
24,110 | $352,006 | |
| 6 | EVV |
Eaton Vance Ltd Duration Income Fund
This page
|
31,498 | $297,656 | |
| 7 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
15,087 | $242,448 | |
| 8 | TROW |
Price T Rowe Group Inc
|
2,477 | $223,276 |
All Filings in EVV
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||