Tyche Wealth Partners LLC MFM — MFS MUN INCOME TR

Ownership history in Tyche Wealth Partners LLC  ·  10 quarters on record

AI Ownership Summary

Tyche Wealth Partners LLC reported MFS MUN INCOME TR (MFM) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.13% in 2024 Q2. The latest visible filing shows MFM at 0.06% 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 MFM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Tyche Wealth Partners LLC's position in MFS MUN 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
2026 Q1

MFM was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% 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 2026 Q1

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.

MFM stock page Tyche Wealth Partners LLC fund profile Tyche Wealth Partners LLC full holdings
How Tyche Wealth Partners LLC held MFM — position size vs. price
% of Fund (quarterly)    MFM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 77,263 -2,742 -3.4% 0.06% $416K 2026-05-06 $5.50
2025 Q4 REDUCED — — — 80,005 -1,171 -1.4% 0.07% $434K 2026-01-23 $5.33
2025 Q3 UNCHANGED — — — 81,176 — 0% 0.08% $438K 2025-11-04 $5.27
2025 Q2 REDUCED — — — 81,176 -4,200 -4.9% 0.08% $420K 2025-07-23 $4.85
2025 Q1 ADDED — — — 85,376 +29,326 +52.3% 0.10% $452K 2025-04-23 $4.77
2024 Q4 REDUCED 34.3% +0.2% ❌ 56,050 -29,326 -34.3% 0.06% $300K 2025-01-27 $5.06
2024 Q3 REDUCED 10.9% -5.7% ✅ 85,376 -10,400 -10.9% 0.11% $488K 2024-10-25 $5.10
2024 Q2 UNCHANGED — — — 95,776 — 0% 0.13% $523K 2024-07-18 $4.90
2024 Q1 UNCHANGED — — — 95,776 — 0% 0.13% $514K 2024-04-23 $4.61
2023 Q4 INITIATED — — — 95,776 — — 0.12% $495K 2024-01-30 $4.67

🏢 Other funds also holding MFM

As of 2026 Q1 — sorted by position size

Closed-End Fund Advisors, Inc. 1.51% MELFA WEALTH MANAGEMENT, INC. 3Y 0.47% ROBINSON CAPITAL MANAGEMENT, LLC 3Y 7Y 0.4% BALANCED WEALTH GROUP LLC 0.38% Catalina Capital Group, LLC 0.23% Thomas J. Herzfeld Advisors, Inc. 3Y 7Y 0.11% Pathstone Holdings, LLC 0.1% INTEGRATED CAPITAL MANAGEMENT, INC. 3Y 7Y 0.08% MACKAY SHIELDS LLC 3Y 7Y 0.07% Matisse Capital 3Y 7Y 0.06%

FAQ About Tyche Wealth Partners LLC and MFM

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

How long has Tyche Wealth Partners LLC reported owning MFM?

Tyche Wealth Partners LLC reported MFM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MFM position in Tyche Wealth Partners LLC's portfolio?

The largest reported portfolio weight for MFM was 0.13% in 2024 Q2.

What is the latest reported MFM position on this page?

The most recent filing on this page is 2026 Q1, when Tyche Wealth Partners LLC reported 77,263 shares, equal to 0.06% of portfolio, with an estimated market value of $416K.

What does the chart on this MFM ownership page compare?

The chart compares Tyche Wealth Partners LLC's quarterly MFM 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.

How well did Tyche Wealth Partners LLC time their MFM position?

Based on 13F filing dates vs. subsequent MFM price moves, Tyche Wealth Partners LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on MFM relative to SPY over the holding period was -11.1%.

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