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Livermore
Livermore
ZHEN

LPL Financial LLC

SEC CIK
0001403438
Latest filing
Aug 7, 2026

MCR holding history

MFS Charter Income Trust in every 13F filed by LPL Financial LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MCR overviewAll 13F holders of MCRFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
21
Since Q1 2021
Holdings of MCR by LPL Financial LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−76,200−100.0%Sold outHolders
Q1 202676,200$461.8K<0.1%−7,533−9.0%ReducedHolders
Q4 202583,733$525.0K<0.1%−50,577−37.7%ReducedHolders
Q3 2025134,310$862.3K<0.1%−3,543−2.6%ReducedHolders
Q2 2025137,853$876.7K<0.1%−10,587−7.1%ReducedHolders
Q1 2025148,440$930.7K<0.1%+215+0.1%AddedHolders
Q4 2024148,225$945.7K<0.1%−3,083−2.0%ReducedHolders
Q3 2024151,308$994.1K<0.1%−44,087−22.6%ReducedHolders
Q2 2024195,395$1.23M<0.1%−2,637−1.3%ReducedHolders
Q1 2024198,032$1.26M<0.1%−23,298−10.5%ReducedHolders
Q4 2023221,330$1.43M<0.1%−62,672−22.1%ReducedHolders
Q3 2023284,002$1.66M<0.1%−16,848−5.6%ReducedHolders
Q2 2023300,850$1.90M<0.1%+19,164+6.8%AddedHolders
Q1 2023281,686$1.77M<0.1%+2,082+0.7%AddedHolders
Q4 2022279,604$1.72M<0.1%+20,196+7.8%AddedHolders
Q3 2022259,408$1.54M<0.1%+1,420+0.6%AddedHolders
Q2 2022257,988$1.63M<0.1%+25,204+10.8%AddedHolders
Q1 2022232,784$1.71M<0.1%+22,768+10.8%AddedHolders
Q4 2021210,016$1.79M<0.1%+2,936+1.4%AddedHolders
Q3 2021207,080$1.78M<0.1%+22,837+12.4%AddedHolders
Q2 2021184,243$1.61M<0.1%+8,586+4.9%AddedHolders
Q1 2021175,657$1.50M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.