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Disclosery

Karpus Management, Inc.: AEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Karpus Management, Inc. on AEF, newest first. How the timeline and the estimate are built.

Karpus Management, Inc. held 0 AEF shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -40,947 shares

    13F-HR 0001072613-26-000439 filed by Karpus Management, Inc.
    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.

  2. period ended2025-12-31
    13F/A 40,947 shares
    Change vs previous 13F -120,959 shares

    0.01% of the 13F portfolio, value $286,629.

    13F-HR/A 0001072613-26-000189 filed by Karpus Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 161,906 shares
    Change vs previous 13F -359,655 shares

    0.03% of the 13F portfolio, value $1,049,151.

    13F-HR 0001072613-25-000825 filed by Karpus Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 521,561 shares
    Change vs previous 13F -230 shares

    0.1% of the 13F portfolio, value $3,098,072.

    13F-HR 0001072613-25-000614 filed by Karpus Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 521,791 shares
    Change vs previous 13F -44,153 shares

    0.08% of the 13F portfolio, value $2,588,083.

    13F-HR 0001072613-25-000398 filed by Karpus Management, Inc.
    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 565,944 shares
    Change vs previous 13F +218,329 shares

    0.09% of the 13F portfolio, value $2,937,249.

    13F-HR 0001072613-25-000115 filed by Karpus Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 347,615 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,958,811.

    13F-HR 0001072613-24-000832 filed by Karpus Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).