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Karpus Management, Inc.: BSTZ position timeline

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

Karpus Management, Inc. held 483,321 BSTZ 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 483,321 shares
    Change vs previous 13F +73,390 shares

    0.42% of the 13F portfolio, value $14,514,122.

    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 409,931 shares
    Change vs previous 13F +197,205 shares

    0.28% of the 13F portfolio, value $9,079,966.

    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 ended2025-12-31
    13F/A 212,726 shares
    Change vs previous 13F -3,794 shares

    0.15% of the 13F portfolio, value $4,809,729.

    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).

  4. period ended2025-09-30
    13F 216,520 shares
    Change vs previous 13F -222,939 shares

    0.15% of the 13F portfolio, value $4,798,078.

    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).

  5. period ended2025-06-30
    13F 439,459 shares
    Change vs previous 13F -244,322 shares

    0.29% of the 13F portfolio, value $9,118,769.

    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).

  6. period ended2025-03-31
    13F 683,781 shares
    Change vs previous 13F -234,008 shares

    0.39% of the 13F portfolio, value $12,130,274.

    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).

  7. period ended2024-12-31
    13F 917,789 shares
    Change vs previous 13F -330,354 shares

    0.56% of the 13F portfolio, value $19,007,403.

    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).

  8. period ended2024-09-30
    13F 1,248,143 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $23,964,337.

    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).