MMT β€” MFS MULTIMARKET INCOME TR

Ownership history in Fortitude Advisory Group L.L.C.  Β·  16 quarters on record

AI Ownership Summary

Fortitude Advisory Group L.L.C. reported MFS MULTIMARKET INCOME TR (MMT) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.28% in 2025 Q1. The latest visible filing shows MMT at 0.18% 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 MMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fortitude Advisory Group L.L.C.'s position in MFS MULTIMARKET 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

MMT was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% in 2025 Q1

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

Time in book
Holding Window
2023 Q4 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.

How Fortitude Advisory Group L.L.C. held MMT β€” position size vs. price
% of Fund (quarterly)    MMT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 88,913 β€” 0% 0.18% $413K 2026-02-14 (Est.) $4.72
2025 Q3 UNCHANGED 88,913 β€” 0% 0.23% $425K 2025-11-05 $4.49
2025 Q2 UNCHANGED 88,913 β€” 0% 0.24% $418K 2025-07-22 $4.37
2025 Q1 UNCHANGED 88,913 β€” 0% 0.28% $397K 2025-04-17 $4.14
2024 Q4 UNCHANGED 88,913 β€” 0% 0.25% $417K 2025-01-22 $4.19
2024 Q3 UNCHANGED 88,913 β€” 0% 0.27% $433K 2024-11-13 $4.15
2024 Q2 UNCHANGED 88,913 β€” 0% 0.25% $416K 2024-07-25 $4.07
2024 Q1 ADDED 88,913 +3,260 +3.8% 0.23% $412K 2024-05-02 $3.88
2023 Q4 ADDED 85,653 +32 +0.0% 0.24% $390K 2024-02-06 $3.84
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding MMT

As of 2026 Q1 β€” sorted by position size

CoreCap Advisors, LLC 3Y 0.0% Farther Finance Advisors, LLC 0.0% SIGNATUREFD, LLC 3Y 7Y 0.0%

FAQ About Fortitude Advisory Group L.L.C. and MMT

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

How long has Fortitude Advisory Group L.L.C. reported owning MMT?

Fortitude Advisory Group L.L.C. reported MMT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MMT position in Fortitude Advisory Group L.L.C.'s portfolio?

The largest reported portfolio weight for MMT was 0.28% in 2025 Q1.

What is the latest reported MMT position on this page?

The most recent filing on this page is 2025 Q4, when Fortitude Advisory Group L.L.C. reported 88,913 shares, equal to 0.18% of portfolio, with an estimated market value of $413K.

What does the chart on this MMT ownership page compare?

The chart compares Fortitude Advisory Group L.L.C.'s quarterly MMT 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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