Current Market Value 515,796,931
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 LTMAX - MFS Lifetime 2045 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.

Upgrade to unlock premium data.

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-06-24 2025-04-30 NPORT-P 28 515,797
2025-03-27 2025-01-31 NPORT-P 28 542,086
2024-12-26 2024-10-31 NPORT-P 28 524,717
2024-09-24 2024-07-31 NPORT-P 28 536,415
2024-06-24 2024-04-30 NPORT-P 28 508,114
2024-03-26 2024-01-31 NPORT-P 28 473,129
2023-12-26 2023-10-31 NPORT-P 28 406,711
2023-09-25 2023-07-31 NPORT-P 28 432,000
2023-06-26 2023-04-30 NPORT-P 28 391,013
2023-03-27 2023-01-31 NPORT-P 28 371,842
2022-12-23 2022-10-31 NPORT-P 28 337,268
2022-09-26 2022-07-31 NPORT-P 28 350,169
2022-06-23 2022-04-30 NPORT-P 28 351,011
2022-03-25 2022-01-31 NPORT-P 28 358,020
2021-12-23 2021-10-31 NPORT-P 28 362,238
2021-09-23 2021-07-31 NPORT-P 28 344,935
2021-06-23 2021-04-30 NPORT-P 28 357,802
2021-03-26 2021-01-31 NPORT-P 28 312,252
2020-12-23 2020-10-31 NPORT-P 28 263,140
2020-09-23 2020-07-31 NPORT-P 24 258,738
2020-06-23 2020-04-30 NPORT-P 24 230,397
2020-03-25 2020-01-31 NPORT-P 24 252,868
2019-12-20 2019-10-31 NPORT-P 24 228,435