Current Market Value 747,143,815
Current Holdings 28
Most Recent File Date 2025-06-24
Total Filings on Record 23
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by MLTAX - MFS Lifetime 2030 Fund A . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-06-24 2025-04-30 NPORT-P 28 747,144
2025-03-27 2025-01-31 NPORT-P 28 774,097
2024-12-26 2024-10-31 NPORT-P 28 767,077
2024-09-24 2024-07-31 NPORT-P 28 777,350
2024-06-24 2024-04-30 NPORT-P 28 784,292
2024-03-26 2024-01-31 NPORT-P 28 770,846
2023-12-26 2023-10-31 NPORT-P 28 701,287
2023-09-25 2023-07-31 NPORT-P 28 733,549
2023-06-26 2023-04-30 NPORT-P 28 691,165
2023-03-27 2023-01-31 NPORT-P 28 668,031
2022-12-23 2022-10-31 NPORT-P 28 674,359
2022-09-26 2022-07-31 NPORT-P 28 719,715
2022-06-23 2022-04-30 NPORT-P 28 725,839
2022-03-25 2022-01-31 NPORT-P 28 766,900
2021-12-23 2021-10-31 NPORT-P 28 791,537
2021-09-23 2021-07-31 NPORT-P 28 780,755
2021-06-23 2021-04-30 NPORT-P 28 792,001
2021-03-26 2021-01-31 NPORT-P 28 733,828
2020-12-23 2020-10-31 NPORT-P 29 661,734
2020-09-23 2020-07-31 NPORT-P 29 665,799
2020-06-23 2020-04-30 NPORT-P 29 600,088
2020-03-25 2020-01-31 NPORT-P 29 652,543
2019-12-20 2019-10-31 NPORT-P 29 608,878