Welcome to our dedicated page for Eaton Vance Duration Income Fund SEC filings (Ticker: EVV), 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.
Eaton Vance Limited Duration Income Fund filings document governance and capital-structure disclosures for a closed-end fund whose common shares of beneficial interest trade on NYSE American under EVV. Proxy materials cover shareholder voting matters such as trustee elections and annual meeting procedures.
The fund’s Form 8-K reports record material events affecting board leadership, board composition, and other governance matters. Its filings also identify the registered common-share class and provide formal disclosure around the fund’s public-company reporting status within the Eaton Vance fund complex.
Eaton Vance Limited Duration Income Fund (EVV) and Eaton Vance National Municipal Opportunities Trust (EOT) are calling an Annual Meeting of Shareholders on January 7, 2026 in Boston. Shareholders are being asked primarily to elect Class II Trustees for each fund, with separate voting by share class where applicable, including a preferred-share-only seat at EVV.
The Boards are fully composed of noninterested Trustees and operate through several specialized committees covering audit, contracts, portfolio management, compliance, closed-end fund matters and governance. Noninterested Trustees are paid a pro rata share of an annual retainer structure, with total complex-level compensation generally in the $395,000–$545,000 range in 2024. Deloitte & Touche LLP serves as independent auditor; audit fees were $130,400 for EVV and $57,900 for EOT for the fiscal year ended March 31, 2025. The Boards recommend voting FOR all trustee nominees.
Eaton Vance Ltd Duration Income Fund insider Gerrity Kelley filed a Form 4 as a portfolio manager of the fund. The filing identifies Kelley’s relationship to the issuer and lists an earliest transaction date of 09/30/2025, but the provided excerpt shows no detailed security transactions.
Eaton Vance Limited Duration Income Fund (EVV): Initial ownership filing
A reporting person filed a Form 3 indicating no securities are beneficially owned as of the event date 03/31/2025. The filer is identified in relation to EVV as an Officer — Portfolio Manager and submitted the form as an individual filing. Both non-derivative and derivative tables report no holdings, and the explanation confirms no beneficial ownership.
Sit Investment Associates, Inc. and Sit Fixed Income Advisors II, LLC filed a Schedule 13D on Eaton Vance Limited Duration Income Fund (EVV), disclosing beneficial ownership of 6,451,703 shares, or 5.6% of the fund’s common stock.
The Sit entities report shared voting and dispositive power over these shares and no sole power. Shares were acquired in open-market transactions using client funds under discretionary investment management agreements. The stake is held for investment purposes, and the firms may purchase, hold, vote, trade, sell, or otherwise deal in the shares as they deem advisable.
They state they may engage with management, the board, and other shareholders on performance, share price relative to asset value, distribution rate, capitalization, strategy, and portfolio; they may also make shareholder proposals or nominate directors. EVV had 116,203,460 shares outstanding as of March 31, 2025. The date of event is October 20, 2025.
Eaton Vance Limited Duration Income Fund reported a Board leadership change. Effective August 27, 2025, the Board of Trustees appointed Scott E. Wennerholm as Chairperson of the Board for a 4-year term. He replaces Susan J. Sutherland, who had been acting Chairperson since August 9, 2025, following the passing of the former Chairperson of the Board. This update focuses on governance and does not include financial or operating results.
Eaton Vance Limited Duration Income Fund reported a change in its board leadership following the unexpected passing of Mr. Mark R. Fetting, who served as Chairperson of the Board of Trustees, on August 9, 2025. The fund states that Ms. Susan J. Sutherland is serving as acting Chairperson of the Board. Effective August 12, 2025, the Board reduced its size from ten to nine members, reflecting this change in composition. The filing focuses on governance developments rather than the fund’s portfolio or financial results.