Current Market Value 349,756,638
Current Holdings 27
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 LTTBX - MFS Lifetime 2025 Fund B . 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.

Add This Fund
to your dashboard

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-06-24 2025-04-30 NPORT-P 27 349,757
2025-03-27 2025-01-31 NPORT-P 27 359,834
2024-12-26 2024-10-31 NPORT-P 27 375,457
2024-09-24 2024-07-31 NPORT-P 27 387,738
2024-06-24 2024-04-30 NPORT-P 27 385,384
2024-03-26 2024-01-31 NPORT-P 27 384,105
2023-12-26 2023-10-31 NPORT-P 27 349,640
2023-09-25 2023-07-31 NPORT-P 27 354,875
2023-06-26 2023-04-30 NPORT-P 27 340,846
2023-03-27 2023-01-31 NPORT-P 27 335,230
2022-12-23 2022-10-31 NPORT-P 27 371,726
2022-09-26 2022-07-31 NPORT-P 27 398,986
2022-06-23 2022-04-30 NPORT-P 27 412,379
2022-03-25 2022-01-31 NPORT-P 27 438,771
2021-12-23 2021-10-31 NPORT-P 27 463,557
2021-09-23 2021-07-31 NPORT-P 27 463,186
2021-06-23 2021-04-30 NPORT-P 27 484,024
2021-03-26 2021-01-31 NPORT-P 27 462,024
2020-12-23 2020-10-31 NPORT-P 27 415,108
2020-09-23 2020-07-31 NPORT-P 28 420,772
2020-06-23 2020-04-30 NPORT-P 28 327,321
2020-03-25 2020-01-31 NPORT-P 28 344,790
2019-12-20 2019-10-31 NPORT-P 28 321,150