Welcome to our dedicated page for EV Tax Advantaged Dividend SEC filings (Ticker: EVT), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) SEC filings page on Stock Titan provides access to the fund’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. EVT is a diversified, closed-end management investment company whose common shares of beneficial interest trade on the New York Stock Exchange under the symbol EVT, as stated in its Form 8-K reports.
Through this page, users can review current reports on Form 8-K and other filings that describe material events and governance changes. For example, August 2025 Form 8-K filings report the passing of the then Chairperson of the Board, a reduction in the size of the Board of Trustees, and the subsequent appointment of a new Chairperson for a specified term. These filings illustrate how the fund discloses significant Board actions and organizational updates.
Filings also confirm key regulatory details, such as the fund’s status as a Massachusetts entity, its Commission File Number, and the registration of its common shares under Section 12(b) of the Securities Exchange Act. Investors can use this information to understand the legal and regulatory framework under which EVT operates.
Stock Titan enhances access to these documents with AI-powered summaries that explain the contents of filings in plain language. Users can quickly see the main points of an 8-K or other report, then open the full text for deeper review. Real-time updates from the SEC’s EDGAR system help ensure that new EVT filings, including future 8-Ks and other required reports, appear promptly with automated explanations of their key disclosures.
The filing is an annual Form N-CEN report for a registered management investment company associated with ticker EVT. It provides structural information such as directors, service providers, custodians, and advisers, along with data on trading and lending activity during the period.
The fund reports that the monthly average value of portfolio securities on loan in its securities lending program was
Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) reported a 10.72% total return at net asset value for the year ended October 31, 2025, slightly trailing the 11.15% return of its Russell 1000® Value Index benchmark, while market-price return was 11.28%. The fund benefited from stock selection in information technology and financials, preferred holdings versus the preferred benchmark, and its use of leverage, but was held back by positions in consumer staples, industrials, materials, and an overweight in Robert Half.
The fund continues its Managed Distribution Plan, paying monthly cash distributions of $0.1646 per share, totaling $1.98 for the year, with distribution rates of 7.36% on NAV and 8.02% on market price; distributions may include return of capital. As of period end, net assets were about $1.999 billion, NAV was $26.82 per share, and the shares traded at an 8.13% discount. Leverage via borrowings was 18.27% of total assets, and the portfolio remained heavily U.S.-focused, with 88.5% of investments in U.S. issuers.
Eaton Vance Tax-Advantaged Dividend Income Fund (EVT)11/12/2025, the reporting person acquired 7.069 common shares and 23.003 common shares through dividend reinvestment at a price of $24.4474 per share. On 11/18/2025, the reporting person sold 1,056 common shares at $23.64 per share. After these transactions, the reporting person beneficially owned 1,056.969 common shares directly and 3,439.466 common shares indirectly through a spouse. The amendment is noted as being made to update the reported share quantities.
Eaton Vance Tax-Advantaged Dividend Income Fund insider reporting shows a small change in ownership by a portfolio manager for the fiscal year ended 10/31/2025. The Form 5, filed for one reporting person, discloses that the insider acquired 49.9 common shares on 10/31/2025 in a transaction coded "J" at a stated price of $0, described as a fiscal year-end adjustment related to dividend reinvestment (DRIPs. Following this change, the insider beneficially owned 1,049.9 common shares directly at year-end. The filing is marked as an amendment, with an explanation that the change updates the reported share quantity.
Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) filed a Form 3 reporting the holdings status of a portfolio manager. The reporting person is identified as an "Other" insider with the role of Portfolio Manager, rather than a director, officer, or 10% owner. The filing states in the explanation section that no securities are beneficially owned by this individual. The Form 3 is filed by one reporting person and serves as an initial disclosure of insider status without any reported ownership of EVT shares or derivative securities.
Eaton Vance Tax-Advantaged Dividend Income Fund (EVT)
Eaton Vance Tax-Advantaged Dividend Income Fund (EVT)1,056 common shares of EVT at a price of $23.64 per share. After this sale, the reporting person beneficially owns 343.9 common shares directly and 3,416.463 common shares indirectly through a spouse.
Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) insider reports year-end holdings and dividend reinvestments. A portfolio manager filed an annual Form 5 for the fiscal year ended 10/31/2025, showing routine changes in beneficial ownership. On 10/31/2025, the insider acquired 49.9 common shares directly and 269.692 common shares indirectly through a spouse, both at a stated price of $0 under a dividend reinvestment plan, described as a fiscal year end adjustment and DRIPS.
Following these transactions, the insider beneficially owned 1,399.9 EVT common shares directly and 3,416.463 common shares indirectly through a spouse. The filing is an administrative disclosure of ownership and does not describe any broader corporate event for the fund.
Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) filed a Form 4 showing a director reported a transaction in common shares with an earliest transaction date of 10/16/2025. The filing indicates it was submitted by one reporting person and lists the ownership form as direct.