Onyx Bridge Wealth Group LLC
Position in EVV — Eaton Vance Ltd Duration Income Fund
CIK 1819476
TARRYTOWN, NY
Position in EVV
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$134,581
+$1,053 QoQ
Shares Held
14,363
+1.6% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#96
of 145 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Onyx Bridge Wealth Group LLC holds $8,964,265 across 20 Asset Management names. EVV ranks #18 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FPF |
First Trust Intermediate Duration Preferred & Income Fund
|
68,870 | $1,251,367 | |
| 2 | CG |
Carlyle Group Inc.
|
24,969 | $1,051,443 | |
| 3 | ARCC |
Ares Capital Corp
|
56,523 | $1,047,371 | |
| 4 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
77,219 | $994,580 | |
| 5 | HYT |
Blackrock Corporate High Yield Fund, Inc.
|
113,342 | $970,207 | |
| 6 | BX |
Blackstone Inc.
|
4,081 | $480,210 | |
| 7 | BLK |
BlackRock, Inc.
|
481 | $462,509 | |
| 8 | FSK |
FS KKR Capital Corp
|
39,065 | $410,182 |
All Filings in EVV
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $134,581 | 14,363 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $133,528 | 14,130 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $135,241 | 13,647 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $140,892 | 13,881 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $140,274 | 13,672 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $151,316 | 15,162 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $145,827 | 14,926 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $154,223 | 14,674 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $140,645 | 14,440 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $139,444 | 14,302 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $186,081 | 19,424 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $173,739 | 19,219 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $177,999 | 19,017 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $185,377 | 18,820 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $174,588 | 18,593 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $119,398 | 12,964 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $212,818 | 20,602 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $472,118 | 40,352 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $585,452 | 44,691 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $609,456 | 46,241 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $611,113 | 46,087 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $560,115 | 44,348 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $555,680 | 44,348 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||