Skip to content
Disclosery

Karpus Management, Inc.: IEF position timeline

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

Karpus Management, Inc. held 331,612 IEF 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 331,612 shares
    Change vs previous 13F +304,401 shares

    0.9% of the 13F portfolio, value $31,360,547.

    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 27,211 shares
    Change vs previous 13F -449,010 shares

    0.08% of the 13F portfolio, value $2,597,018.

    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 476,221 shares
    Change vs previous 13F +32,583 shares

    1.41% of the 13F portfolio, value $45,793,408.

    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 443,638 shares
    Change vs previous 13F +129,669 shares

    1.36% of the 13F portfolio, value $42,793,281.

    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 313,969 shares
    Change vs previous 13F -105,318 shares

    0.97% of the 13F portfolio, value $30,068,830.

    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 419,287 shares
    Change vs previous 13F +3,111 shares

    1.3% of the 13F portfolio, value $39,987,397.

    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 416,176 shares
    Change vs previous 13F +223,776 shares

    1.14% of the 13F portfolio, value $38,475,489.

    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 192,400 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $18,878,288.

    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).