MIN — MFS INTER INCOME TR

Ownership history in Ameritas Advisory Services, LLC  ·  16 quarters on record

AI Ownership Summary

Ameritas Advisory Services, LLC reported MFS INTER INCOME TR (MIN) in 16 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.06% in 2025 Q3. The latest visible filing shows MIN at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MIN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ameritas Advisory Services, LLC's position in MFS INTER INCOME TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MIN was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MIN stock page Ameritas Advisory Services, LLC fund profile Ameritas Advisory Services, LLC full holdings
How Ameritas Advisory Services, LLC held MIN — position size vs. price
% of Fund (quarterly)    MIN price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 265,118 -70,955 -21.1% 0.03% $692K 2026-02-14 (Est.) $2.55
2025 Q3 ADDED 336,073 +9,108 +2.8% 0.06% $901K 2025-11-06 $2.53
2025 Q2 ADDED 326,965 +77,457 +31.0% 0.05% $886K 2025-07-21 $2.49
2025 Q1 UNCHANGED 249,508 — 0% 0.03% $664K 2025-04-25 $2.47
2024 Q4 REDUCED 249,508 -4,854 -1.9% 0.02% $664K 2025-01-15 $2.39
2024 Q3 ADDED 254,362 +21,722 +9.3% 0.03% $692K 2024-10-30 $2.41
2024 Q2 ADDED 232,640 +63,582 +37.6% 0.02% $619K 2024-07-29 $2.34
2024 Q1 ADDED 169,058 +20,859 +14.1% 0.02% $443K 2024-05-14 $2.22
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MIN

As of 2025 Q4 — sorted by position size

SIT INVESTMENT ASSOCIATES INC 3Y 7Y 1.52% 1607 Capital Partners, LLC 3Y 7Y 1.11% DECISION INVESTMENTS, INC 0.44% Fortitude Advisory Group L.L.C. 3Y 0.25% Shaker Financial Services, LLC 3Y 7Y 0.11% MELFA WEALTH MANAGEMENT, INC. 3Y 0.05% Tolleson Wealth Management, Inc. 3Y 0.05% Penbrook Management LLC 3Y 7Y 0.03% Allspring Global Investments Holdings, LLC 3Y 0.02% Register Financial Advisors LLC 3Y 0.02%

FAQ About Ameritas Advisory Services, LLC and MIN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ameritas Advisory Services, LLC reported owning MIN?

Ameritas Advisory Services, LLC reported MIN across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported MIN position in Ameritas Advisory Services, LLC's portfolio?

The largest reported portfolio weight for MIN was 0.06% in 2025 Q3.

What is the latest reported MIN position on this page?

The most recent filing on this page is 2025 Q4, when Ameritas Advisory Services, LLC reported 265,118 shares, equal to 0.03% of portfolio, with an estimated market value of $692K.

What does the chart on this MIN ownership page compare?

The chart compares Ameritas Advisory Services, LLC's quarterly MIN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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