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Disclosery

Karpus Management, Inc.: AFB position timeline

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

Karpus Management, Inc. held 3,603,262 AFB shares at 2026-06-30 per its 13F-HR filed 2026-08-14, and reported 3,899,325 shares, 13.57%, in a 13G filed 2026-10-02.

Estimated current stake: 3,899,325 shares, 13.57% of the class

Estimated from 13G of 2026-10-02. As of 2026-09-30, 13G 0001072613-26-000816.

Shares are the reporting group's aggregate and may include entities that do not file a 13F.

Percent of portfolio stays on the 13F for 2026-06-30.

  1. event date2026-09-30
    13G 3,899,325 shares
    Share basis changed not comparable

    13.57% of the class. Different basis (group aggregate from 13G).

    13G 0001072613-26-000816 filed by Karpus Management, Inc.
    Accepted , ingested

    A 13D/G states the aggregate of its reporting persons, which may include entities that do not file a 13F.

  2. period ended2026-06-30
    13F 3,603,262 shares
    Change vs previous 13F +1,050,144 shares

    1.18% of the 13F portfolio, value $41,113,219.

    13F-HR 0001072613-26-000683 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 ended2026-03-31
    13F 2,553,118 shares
    Change vs previous 13F +1,013,420 shares

    0.85% of the 13F portfolio, value $27,292,831.

    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).

  4. period ended2025-12-31
    13F/A 1,539,698 shares
    Change vs previous 13F +257,864 shares

    0.51% of the 13F portfolio, value $16,659,532.

    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).

  5. period ended2025-09-30
    13F 1,281,834 shares
    Change vs previous 13F +136,847 shares

    0.44% of the 13F portfolio, value $13,907,903.

    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).

  6. period ended2025-06-30
    13F 1,144,987 shares
    Change vs previous 13F +426,910 shares

    0.38% of the 13F portfolio, value $11,804,813.

    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).

  7. period ended2025-03-31
    13F 718,077 shares
    Change vs previous 13F +543,701 shares

    0.25% of the 13F portfolio, value $7,798,320.

    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).

  8. period ended2024-12-31
    13F 174,376 shares
    Change vs previous 13F -17,400 shares

    0.06% of the 13F portfolio, value $1,895,467.

    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).

  9. period ended2024-09-30
    13F 191,776 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,262,957.

    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).