Skip to content
Disclosery

Karpus Management, Inc.: IIF position timeline

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

Karpus Management, Inc. held 477,621 IIF 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 477,621 shares
    Change vs previous 13F +81,933 shares

    0.31% of the 13F portfolio, value $10,899,311.

    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 395,688 shares
    Change vs previous 13F +221,988 shares

    0.25% of the 13F portfolio, value $8,143,259.

    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 173,700 shares
    Change vs previous 13F -1,852 shares

    0.13% of the 13F portfolio, value $4,339,026.

    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 175,552 shares
    Change vs previous 13F -47,722 shares

    0.15% of the 13F portfolio, value $4,625,795.

    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 223,274 shares
    Change vs previous 13F -46,214 shares

    0.2% of the 13F portfolio, value $6,303,025.

    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 269,488 shares
    Change vs previous 13F -2,549 shares

    0.21% of the 13F portfolio, value $6,572,812.

    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 272,037 shares
    Change vs previous 13F -40,753 shares

    0.2% of the 13F portfolio, value $6,874,375.

    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 312,790 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $9,408,723.

    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).