Legacy Wealth Managment, LLC/ID
Position in EVV — Eaton Vance Ltd Duration Income Fund
CIK 2045082
BOISE, ID
Position in EVV
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$11,084
-$540 QoQ
Shares Held
1,173
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026Legacy Wealth Managment, LLC/ID holds $1,795,152 across 4 Asset Management names.
All Filings in EVV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,084 | 1,173 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $11,624 | 1,173 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $21,863 | 2,154 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||