MIN MFS INTER INCOME TR

Ownership history in L.M. KOHN & COMPANY  ·  14 quarters on record

AI Ownership Summary

L.M. KOHN & COMPANY reported MFS INTER INCOME TR (MIN) in 14 quarterly 13F filings from 2023 Q3 through 2025 Q2. Peak portfolio weight reached 0.03% in 2023 Q3. The latest visible filing shows MIN at 0.02% 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 L.M. KOHN & COMPANY'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 Q2

MIN was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2023 Q3

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

Time in book
Holding Window
2023 Q3 to 2025 Q2

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 L.M. KOHN & COMPANY 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 Q2 ADDED 25,710 +113 +0.4% 0.02% $70K 2025-08-04 $2.55
2025 Q1 ADDED 25,597 +488 +1.9% 0.02% $69K 2025-04-21 $2.43
2024 Q4 ADDED 25,109 +1,911 +8.2% 0.02% $67K 2025-01-30 $2.41
2024 Q3 REDUCED 23,198 -8,393 -26.6% 0.02% $63K 2024-11-14 $2.38
2024 Q2 ADDED 31,591 +309 +1.0% 0.02% $84K 2024-07-31 $2.35
2024 Q1 ADDED 31,282 +54 +0.2% 0.02% $83K 2024-04-25 $2.19
2023 Q4 ADDED 31,228 +103 +0.3% 0.03% $84K 2024-02-09 $2.26
2023 Q3 ADDED 31,125 +4,401 +16.5% 0.03% $83K 2023-11-06 $2.14
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About L.M. KOHN & COMPANY and MIN

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

How long has L.M. KOHN & COMPANY reported owning MIN?

L.M. KOHN & COMPANY reported MIN across 8 quarterly 13F filings, from 2023 Q3 through 2025 Q2.

What was the largest reported MIN position in L.M. KOHN & COMPANY's portfolio?

The largest reported portfolio weight for MIN was 0.03% in 2023 Q3.

What is the latest reported MIN position on this page?

The most recent filing on this page is 2025 Q2, when L.M. KOHN & COMPANY reported 25,710 shares, equal to 0.02% of portfolio, with an estimated market value of $70K.

What does the chart on this MIN ownership page compare?

The chart compares L.M. KOHN & COMPANY'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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