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Disclosery

MASSACHUSETTS FINANCIAL SERVICES CO /MA/: OIS position timeline

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

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ held 293,356 OIS 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 293,356 shares
    Change vs previous 13F -6,015 shares

    <0.01% of the 13F portfolio, value $2,349,782.

    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 299,371 shares
    Change vs previous 13F -83,190 shares

    <0.01% of the 13F portfolio, value $3,484,679.

    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 382,561 shares
    Change vs previous 13F -12,657 shares

    <0.01% of the 13F portfolio, value $2,589,938.

    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 395,218 shares
    Change vs previous 13F +358,400 shares

    <0.01% of the 13F portfolio, value $2,395,021.

    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 36,818 shares
    Change vs previous 13F +36,818 shares

    <0.01% of the 13F portfolio, value $197,344.

    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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -22,837 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-09-30
    13F 22,837 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $105,050.

    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).