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Disclosery

MASSACHUSETTS FINANCIAL SERVICES CO /MA/: EXC position timeline

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

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ held 1,084,157 EXC 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 1,084,157 shares
    Change vs previous 13F +40,595 shares

    0.02% of the 13F portfolio, value $51,215,096.

    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 1,043,562 shares
    Change vs previous 13F -13,125,776 shares

    0.02% of the 13F portfolio, value $51,820,617.

    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 14,169,338 shares
    Change vs previous 13F -333,385 shares

    0.2% of the 13F portfolio, value $617,641,444.

    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 14,502,723 shares
    Change vs previous 13F -740,042 shares

    0.2% of the 13F portfolio, value $652,767,562.

    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 15,242,765 shares
    Change vs previous 13F -594,408 shares

    0.21% of the 13F portfolio, value $661,840,856.

    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 15,837,173 shares
    Change vs previous 13F +106,917 shares

    0.24% of the 13F portfolio, value $729,776,932.

    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 15,730,256 shares
    Change vs previous 13F -1,056,525 shares

    0.19% of the 13F portfolio, value $592,086,835.

    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 16,786,781 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $680,703,970.

    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).