Skip to content
Disclosery

Karpus Management, Inc.: BMEZ position timeline

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

Karpus Management, Inc. held 117,615 BMEZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 117,615 shares
    Change vs previous 13F -60 shares

    0.05% of the 13F portfolio, value $1,805,390.

    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).

  2. period ended2026-03-31
    13F 117,675 shares
    Change vs previous 13F +117,675 shares

    0.05% of the 13F portfolio, value $1,689,813.

    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).

  3. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -919,646 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-03-31
    13F 919,646 shares
    Change vs previous 13F -223,567 shares

    0.44% of the 13F portfolio, value $13,702,727.

    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).

  5. period ended2024-12-31
    13F 1,143,213 shares
    Change vs previous 13F -317,462 shares

    0.49% of the 13F portfolio, value $16,462,271.

    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).

  6. period ended2024-09-30
    13F 1,460,675 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $23,137,099.

    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).