INDEPENDENT FINANCIAL GROUP, LLC
Position in EVV — Eaton Vance Ltd Duration Income Fund
CIK 275484
SAN DIEGO, CA
Position in EVV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$749,281
+$32,987 QoQ
Shares Held
79,289
+9.7% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in EVV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $154,834,786 across 101 Asset Management names. EVV ranks #42 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
1,156,813 | $19,214,663 | |
| 2 | FSK |
FS KKR Capital Corp
|
1,396,710 | $14,218,507 | |
| 3 | PDI |
PIMCO Dynamic Income Fund
|
731,544 | $12,516,717 | |
| 4 | PSEC |
Prospect Capital Corp
|
3,460,351 | $9,031,516 | |
| 5 | ARCC |
Ares Capital Corp
|
273,308 | $4,925,010 | |
| 6 | PFL |
Pimco Income Strategy Fund
|
550,155 | $4,401,240 | |
| 7 | FSCO |
FS Credit Opportunities Corp.
|
815,511 | $4,159,106 | |
| 8 | DSL |
DoubleLine Income Solutions Fund
|
366,801 | $3,972,454 |
All Filings in EVV
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $749,281 | 79,289 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $716,294 | 72,280 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $733,642 | 72,280 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $612,173 | 59,666 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $594,468 | 59,566 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $579,517 | 59,316 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $624,251 | 59,396 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $553,787 | 56,857 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $534,855 | 54,857 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $527,925 | 55,107 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $482,573 | 53,382 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $450,047 | 48,082 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $473,607 | 48,082 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $445,762 | 47,472 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $432,612 | 46,972 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $451,028 | 43,662 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $507,335 | 43,362 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $562,147 | 42,912 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $581,765 | 44,140 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $528,570 | 39,862 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $498,405 | 39,462 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $486,063 | 38,792 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $427,879 | 37,832 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $367,255 | 32,587 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $321,719 | 30,437 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||