MMT β€” MFS MULTIMARKET INCOME TR

Ownership history in OAK HARBOR WEALTH PARTNERS, LLC  Β·  17 quarters on record

AI Ownership Summary

OAK HARBOR WEALTH PARTNERS, LLC reported MFS MULTIMARKET INCOME TR (MMT) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.04% in 2024 Q2. The latest visible filing shows MMT 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 MMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OAK HARBOR WEALTH PARTNERS, LLC'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 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q2

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.

MMT stock page OAK HARBOR WEALTH PARTNERS, LLC fund profile OAK HARBOR WEALTH PARTNERS, LLC full holdings
How OAK HARBOR WEALTH PARTNERS, LLC 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 29,062 β€” 0% 0.03% $135K 2026-02-14 (Est.) $4.72
2025 Q3 UNCHANGED 29,062 β€” 0% 0.03% $139K 2025-11-04 $4.52
2025 Q2 UNCHANGED 29,062 β€” 0% 0.04% $137K 2025-07-31 $4.38
2025 Q1 UNCHANGED 29,062 β€” 0% 0.04% $135K 2025-05-12 $4.30
2024 Q4 ADDED 29,062 +417 +1.5% 0.04% $136K 2025-02-07 $4.28
2024 Q3 ADDED 28,645 +598 +2.1% 0.04% $140K 2024-11-06 $4.18
2024 Q2 ADDED 28,047 +605 +2.2% 0.04% $131K 2024-07-18 $4.05
2024 Q1 ADDED 27,442 +591 +2.2% 0.04% $127K 2024-04-23 $3.83
2023 Q4 ADDED 26,851 +575 +2.2% 0.04% $122K 2024-02-09 $3.85
8 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

MELFA WEALTH MANAGEMENT, INC. 3Y 0.04% CoreCap Advisors, LLC 3Y 0.0% ARMSTRONG ADVISORY GROUP, INC 3Y 0.0% Farther Finance Advisors, LLC 0.0% SIGNATUREFD, LLC 3Y 7Y 0.0%

FAQ About OAK HARBOR WEALTH PARTNERS, LLC and MMT

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

How long has OAK HARBOR WEALTH PARTNERS, LLC reported owning MMT?

OAK HARBOR WEALTH PARTNERS, LLC reported MMT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MMT position in OAK HARBOR WEALTH PARTNERS, LLC's portfolio?

The largest reported portfolio weight for MMT was 0.04% in 2024 Q2.

What is the latest reported MMT position on this page?

The most recent filing on this page is 2025 Q4, when OAK HARBOR WEALTH PARTNERS, LLC reported 29,062 shares, equal to 0.03% of portfolio, with an estimated market value of $135K.

What does the chart on this MMT ownership page compare?

The chart compares OAK HARBOR WEALTH PARTNERS, LLC'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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