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Karpus Management, Inc.: FVN position timeline

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

Karpus Management, Inc. held 479,169 FVN 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 479,169 shares
    Change vs previous 13F -1,475 shares

    0.15% of the 13F portfolio, value $5,246,901.

    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 480,644 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $5,147,697.

    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 480,644 shares
    Change vs previous 13F -125 shares

    0.16% of the 13F portfolio, value $5,070,794.

    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 480,769 shares
    Change vs previous 13F -48,650 shares

    0.16% of the 13F portfolio, value $5,028,844.

    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 529,419 shares
    Change vs previous 13F -5,575 shares

    0.18% of the 13F portfolio, value $5,484,781.

    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 534,994 shares
    Change vs previous 13F +46,075 shares

    0.18% of the 13F portfolio, value $5,446,239.

    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 488,919 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,901,413.

    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).