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Karpus Management, Inc.: BTT position timeline

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

Karpus Management, Inc. held 4,641,247 BTT 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 4,641,247 shares
    Change vs previous 13F -48,066 shares

    3.04% of the 13F portfolio, value $105,588,375.

    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 4,689,313 shares
    Change vs previous 13F +70,588 shares

    3.32% of the 13F portfolio, value $106,447,411.

    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 4,618,725 shares
    Change vs previous 13F +210,844 shares

    3.24% of the 13F portfolio, value $105,399,310.

    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 4,407,881 shares
    Change vs previous 13F +820,002 shares

    3.14% of the 13F portfolio, value $99,001,004.

    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 3,587,879 shares
    Change vs previous 13F +575,137 shares

    2.53% of the 13F portfolio, value $78,538,669.

    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 3,012,742 shares
    Change vs previous 13F +199,462 shares

    2.07% of the 13F portfolio, value $63,960,506.

    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 2,813,280 shares
    Change vs previous 13F +231,758 shares

    1.71% of the 13F portfolio, value $57,925,441.

    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 2,581,522 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $55,812,497.

    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).