Skip to content
Disclosery

Karpus Management, Inc.: CHAR position timeline

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

Karpus Management, Inc. held 1,410,653 CHAR 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 1,410,653 shares
    Change vs previous 13F -7,457 shares

    0.44% of the 13F portfolio, value $15,206,839.

    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 1,418,110 shares
    Change vs previous 13F -5,857 shares

    0.47% of the 13F portfolio, value $14,989,423.

    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 1,423,967 shares
    Change vs previous 13F -19,062 shares

    0.46% of the 13F portfolio, value $14,894,695.

    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 1,443,029 shares
    Change vs previous 13F -127,288 shares

    0.47% of the 13F portfolio, value $14,949,780.

    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 1,570,317 shares
    Change vs previous 13F +146,825 shares

    0.52% of the 13F portfolio, value $16,142,859.

    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 1,423,492 shares
    Change vs previous 13F +1,264 shares

    0.46% of the 13F portfolio, value $14,320,330.

    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 1,422,228 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $14,165,391.

    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).