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Karpus Management, Inc.: IPEX position timeline

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

Karpus Management, Inc. held 962,657 IPEX 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 962,657 shares
    Change vs previous 13F -44,486 shares

    0.29% of the 13F portfolio, value $10,117,525.

    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 1,007,143 shares
    Change vs previous 13F -9,400 shares

    0.33% of the 13F portfolio, value $10,474,287.

    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 1,016,543 shares
    Change vs previous 13F -8,220 shares

    0.32% of the 13F portfolio, value $10,450,062.

    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 1,024,763 shares
    Change vs previous 13F -5,523 shares

    0.33% of the 13F portfolio, value $10,493,573.

    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 1,030,286 shares
    Change vs previous 13F +175,525 shares

    0.34% of the 13F portfolio, value $10,416,191.

    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 854,761 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $8,479,229.

    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).