Mfs Charter Income Trust

Waverly Advisors, LLC MCR

Report date

12/31/2025

Quarter

2025 Q4

Filed

2/17/2026

Shares

36,308

Value ($000)

228

Weight

0.0%

2019 Q4 - 2025 Q4 (21 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	2/17/2026	228	0.0%	36,308	12/31/2025
2025 Q3	11/14/2025	232	0.0%	36,141	9/30/2025
2025 Q2	8/14/2025	235	0.0%	36,973	6/30/2025
2025 Q1	5/15/2025	236	0.0%	37,706	3/31/2025
2024 Q4	2/14/2025	251	0.0%	39,392	12/31/2024
2023 Q3	11/14/2023	64	0.0%	11,020	9/30/2023
2023 Q2	8/15/2023	70	0.0%	11,020	6/30/2023
2023 Q1	5/16/2023	69	0.0%	11,020	3/31/2023
2022 Q4	2/15/2023	68	0.0%	11,020	12/31/2022
2022 Q3	11/15/2022	66	0.0%	11,020	9/30/2022
2022 Q2	8/15/2022	69	0.0%	11,020	6/30/2022
2022 Q1	5/17/2022	81	0.0%	11,020	3/31/2022
2021 Q4	2/15/2022	84	0.0%	11,020	12/31/2021
2021 Q3	11/15/2021	95	0.0%	11,020	9/30/2021
2021 Q2	8/17/2021	96	0.0%	11,020	6/30/2021
2021 Q1	5/24/2021	98	0.0%	11,020	3/31/2021
2020 Q4	2/16/2021	99	0.0%	11,020	12/31/2020
2020 Q3	11/2/2020	90	0.0%	11,020	9/30/2020
2020 Q2	8/17/2020	95	0.0%	11,020	6/30/2020
2020 Q1	5/14/2020	82	0.0%	11,020	3/31/2020
2019 Q4	2/7/2020	94	0.0%	11,020	12/31/2019