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Disclosery

Karpus Management, Inc.: EOD position timeline

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

Karpus Management, Inc. held 1,620,995 EOD 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 1,620,995 shares
    Change vs previous 13F -44,581 shares

    0.3% of the 13F portfolio, value $10,585,095.

    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 1,665,576 shares
    Change vs previous 13F +24,208 shares

    0.3% of the 13F portfolio, value $9,710,310.

    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 1,641,368 shares
    Change vs previous 13F +856,930 shares

    0.29% of the 13F portfolio, value $9,569,175.

    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 784,438 shares
    Change vs previous 13F +3,897 shares

    0.14% of the 13F portfolio, value $4,471,297.

    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 780,541 shares
    Change vs previous 13F +2,168 shares

    0.14% of the 13F portfolio, value $4,207,116.

    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 778,373 shares
    Change vs previous 13F +113,780 shares

    0.12% of the 13F portfolio, value $3,852,946.

    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 664,593 shares
    Change vs previous 13F +221,179 shares

    0.1% of the 13F portfolio, value $3,303,027.

    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 443,414 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,221,504.

    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).