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CWM, LLC

SEC CIK
0001535847
Latest filing
May 14, 2026

MCR holding history

MFS Charter Income Trust in every 13F filed by CWM, 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 Q1 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q3 2024
Holdings of MCR by CWM, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−974−100.0%Sold outHolders
Q2 2025974$6.00K<0.1%00.0%UnchangedHolders
Q1 2025974$6.00K<0.1%00.0%UnchangedHolders
Q4 2024974$6.00K<0.1%00.0%UnchangedHolders
Q3 2024974$6.00K<0.1%+974NewHolders