MIN β€” MFS INTER INCOME TR

Ownership history in MISSION WEALTH MANAGEMENT, LP  Β·  5 quarters on record

AI Ownership Summary

MISSION WEALTH MANAGEMENT, LP reported MFS INTER INCOME TR (MIN) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. The latest visible filing shows MIN at 0.00% 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.

What this MIN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MISSION WEALTH MANAGEMENT, LP'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 Q3

MIN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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
2024 Q3 to 2025 Q3

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 MISSION WEALTH MANAGEMENT, LP held MIN β€” position size vs. price
% of Fund (quarterly)    MIN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 30,815 +497 +1.6% 0.00% $83K 2025-11-04 $2.52
2025 Q2 ADDED 30,318 +488 +1.6% 0.00% $82K 2025-08-05 $2.54
2025 Q1 ADDED 29,830 +477 +1.6% 0.00% $80K 2025-04-17 $2.45
2024 Q4 ADDED 29,353 +480 +1.7% 0.00% $78K 2025-02-06 $2.44
2024 Q3 INITIATED 28,873 β€” β€” 0.00% $79K 2024-10-31 $2.41

FAQ About MISSION WEALTH MANAGEMENT, LP and MIN

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

How long has MISSION WEALTH MANAGEMENT, LP reported owning MIN?

MISSION WEALTH MANAGEMENT, LP reported MIN across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported MIN position in MISSION WEALTH MANAGEMENT, LP's portfolio?

The largest reported portfolio weight for MIN was 0.00% in 2025 Q1.

What is the latest reported MIN position on this page?

The most recent filing on this page is 2025 Q3, when MISSION WEALTH MANAGEMENT, LP reported 30,815 shares, equal to 0.00% of portfolio, with an estimated market value of $83K.

What does the chart on this MIN ownership page compare?

The chart compares MISSION WEALTH MANAGEMENT, LP'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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