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Karpus Management, Inc.: FINS position timeline

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

Karpus Management, Inc. held 4,654,677 FINS 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 4,654,677 shares
    Change vs previous 13F -43,169 shares

    1.71% of the 13F portfolio, value $59,579,866.

    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 4,697,846 shares
    Change vs previous 13F -453,195 shares

    1.87% of the 13F portfolio, value $59,897,542.

    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 5,151,041 shares
    Change vs previous 13F -162,941 shares

    2.09% of the 13F portfolio, value $68,045,249.

    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 5,313,982 shares
    Change vs previous 13F -217,353 shares

    2.21% of the 13F portfolio, value $69,666,304.

    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 5,531,335 shares
    Change vs previous 13F +1,989,029 shares

    2.32% of the 13F portfolio, value $71,796,730.

    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 3,542,306 shares
    Change vs previous 13F -229,145 shares

    1.55% of the 13F portfolio, value $47,750,288.

    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 3,771,451 shares
    Change vs previous 13F -563,605 shares

    1.42% of the 13F portfolio, value $47,897,431.

    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 4,335,056 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $57,309,440.

    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).