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Equibles

Mallini Complete Financial Planning LLC

Position in EVV — Eaton Vance Ltd Duration Income Fund

CIK 2049540 GAINESVILLE, FL
Back to EVV Full portfolio

Position in EVV

as of Sep 30, 2026 · filed Oct 6, 2026
Position Value
$285,348
-$40,475 QoQ
Shares Held
33,769
-2.9% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1
of 4 holders
Holding Since
Dec 2024
8 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 Sep 30, 2026

Mallini Complete Financial Planning LLC holds $4,886,704 across 17 Asset Management names. EVV ranks #6 (5.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ARCC
Ares Capital Corp
 36,144 $690,350
2 CRF
Cornerstone Total Return Fund Inc
 87,687 $540,151
3 GOF
Guggenheim Strategic Opportunities Fund
 55,172 $469,513
4 AB
Alliancebernstein Holding L.P.
 10,979 $382,947
5 PFN
PIMCO Income Strategy Fund II
 56,183 $350,581
6 EVV
Eaton Vance Ltd Duration Income Fund
This page 		33,769 $285,348
7 FLC
Flaherty & Crumrine Total Return Fund Inc
 16,786 $264,379
8 GCV
Gabelli Convertible & Income Securities Fund Inc
 54,893 $227,257

All Filings in EVV

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-09-30 $285,348 33,769
2026-06-30 $325,823 34,773
2026-03-31 $325,221 34,415
2025-12-31 $337,445 34,051
2025-09-30 $342,085 33,703
2025-06-30 $341,391 33,274
2025-03-31 $286,356 28,693
2024-12-31 $268,293 27,461