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Disclosery

Karpus Management, Inc.: CHEC position timeline

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

Karpus Management, Inc. held 1,176,550 CHEC 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 1,176,550 shares
    Change vs previous 13F -12,000 shares

    0.34% of the 13F portfolio, value $11,941,983.

    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 1,188,550 shares
    Change vs previous 13F +392,700 shares

    0.37% of the 13F portfolio, value $11,980,584.

    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 795,850 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $7,934,625.

    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).