West Branch Capital LLC

Position in EVV — Eaton Vance Ltd Duration Income Fund

CIK 1738723 AMHERST, MA

Position in EVV

as of Mar 31, 2026 · filed Apr 14, 2026 Compact

Position Value

$20,109

-$672 QoQ

Shares Held

2,128

+1.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

West Branch Capital LLC holds $843,821 across 20 Asset Management names. EVV ranks #7 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	614	$590,489
2	AMP	Ameriprise Financial Inc	105	$46,662
3	UTG	Reaves Utility Income Fund	853	$33,505
4	MMT	Aberdeen Multi-Market Income Fund	5,000	$23,100
5	PFO	Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC	2,368	$21,406
6	BHK	Blackrock Core Bond Trust	2,261	$20,710
7	EVV	Eaton Vance Ltd Duration Income Fund This page	2,128	$20,109
8	TYG	Tortoise Energy Infrastructure Corp	306	$15,254

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$20,109	2,128	+1.5%	Shares	Sole	2026-04-14
2025-12-31	$20,781	2,097	+0.7%	Shares	Sole	2026-01-16
2025-09-30	$21,132	2,082	0.0%	Shares	Sole	2025-10-21
2025-06-30	$21,361	2,082	0.0%	Shares	Sole	2025-07-16
2025-03-31	$20,778	2,082	0.0%	Shares	Sole	2025-04-16
2024-12-31	$20,341	2,082	0.0%	Shares	Sole	2025-01-17
2024-09-30	$21,881	2,082	0.0%	Shares	Sole	2024-10-18
2024-06-30	$20,278	2,082	0.0%	Shares	Sole	2024-07-26
2024-03-31	$20,299	2,082	+2.5%	Shares	Sole	2024-04-24
2023-12-31	$19,456	2,031	+0.8%	Shares	Sole	2024-01-19
2023-09-30	$18,215	2,015	0.0%	Shares	Sole	2023-10-20
2023-06-30	$18,860	2,015	0.0%	Shares	Sole	2023-08-07
2023-03-31	$19,847	2,015	+34.3%	Shares	Sole	2023-04-20
2022-12-31	$14,085	1,500	—	Shares	Sole	2023-01-27
No filing history on record for this holder in this stock.