SIMA Wealth Partners, LLC

SEC CIK: 0002135539
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

MCR holding history

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

MCR overview All 13F holders of MCR Full Q2 2026 holdings

Shares (Q2 2025): 0; Sold out in Q2 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2024

Holdings of MCR by SIMA Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	0	$0	0.0%	−1,813−100.0%	Sold out	Holders
Q1 2025	1,813	$11.4K	<0.1%	+38+2.1%	Added	Holders
Q4 2024	1,775	$11.3K	<0.1%	+1,775	New	Holders