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Disclosery

MASSACHUSETTS FINANCIAL SERVICES CO /MA/: BAM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MASSACHUSETTS FINANCIAL SERVICES CO /MA/ on BAM, newest first. How the timeline and the estimate are built.

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ held 3,629,105 BAM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,629,105 shares
    Change vs previous 13F -256,944 shares

    0.06% of the 13F portfolio, value $189,658,648.

    13F-HR 0000912938-26-000775 filed by MASSACHUSETTS FINANCIAL SERVICES CO /MA/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,886,049 shares
    Change vs previous 13F -620,159 shares

    0.07% of the 13F portfolio, value $197,798,024.

    13F-HR 0000912938-26-000604 filed by MASSACHUSETTS FINANCIAL SERVICES CO /MA/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,506,208 shares
    Change vs previous 13F -300,764 shares

    0.08% of the 13F portfolio, value $236,080,237.

    13F-HR 0000912938-26-000025 filed by MASSACHUSETTS FINANCIAL SERVICES CO /MA/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,806,972 shares
    Change vs previous 13F -327,586 shares

    0.08% of the 13F portfolio, value $273,708,985.

    13F-HR 0000912938-25-000200 filed by MASSACHUSETTS FINANCIAL SERVICES CO /MA/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,134,558 shares
    Change vs previous 13F -248,151 shares

    0.09% of the 13F portfolio, value $283,838,366.

    13F-HR 0000912938-25-000121 filed by MASSACHUSETTS FINANCIAL SERVICES CO /MA/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,382,709 shares
    Change vs previous 13F -123,897 shares

    0.09% of the 13F portfolio, value $260,792,251.

    13F-HR 0000912938-25-000044 filed by MASSACHUSETTS FINANCIAL SERVICES CO /MA/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,506,606 shares
    Change vs previous 13F -384,564 shares

    0.09% of the 13F portfolio, value $298,402,980.

    13F-HR 0000912938-25-000009 filed by MASSACHUSETTS FINANCIAL SERVICES CO /MA/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,891,170 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $278,593,429.

    13F-HR 0000912938-24-000298 filed by MASSACHUSETTS FINANCIAL SERVICES CO /MA/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).