Stonebridge Financial Planning Group, LLC
Position in MCR — Mfs Charter Income Trust
CIK 1802494
ORLANDO, FL
Position in MCR
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$0
+$0 QoQ
Shares Held
51,149
+0.5% QoQ
Ownership
0.123%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Stonebridge Financial Planning Group, LLC holds $2,343,203 across 5 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
46,997 | $870,854 | |
| 2 | MMT |
Aberdeen Multi-Market Income Fund
|
95,998 | $422,391 | |
| 3 | APO |
Apollo Global Management, Inc.
|
3,500 | $414,085 | |
| 4 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
13,000 | $359,840 | |
| 5 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
28,138 | $276,033 |
All Filings in MCR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | — | 51,149 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | — | 50,892 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | — | 50,797 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | — | 53,216 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | — | 53,073 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | — | 52,933 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | — | 48,791 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | — | 51,657 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | — | 71,522 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | — | 71,391 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | — | 73,864 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | — | 74,736 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | — | 74,612 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | — | 74,493 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | — | 74,380 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | — | 77,775 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | — | 77,696 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | — | 79,611 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | — | 82,791 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | — | 84,073 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | — | 88,916 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | — | 90,755 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | — | 90,594 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | — | 90,437 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | — | 90,285 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||