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Karpus Management, Inc.: KIO position timeline

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

Karpus Management, Inc. held 162,934 KIO 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 162,934 shares
    Change vs previous 13F -5,759 shares

    0.05% of the 13F portfolio, value $1,834,637.

    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 168,693 shares
    Change vs previous 13F -6,695 shares

    0.06% of the 13F portfolio, value $1,855,623.

    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 175,388 shares
    Change vs previous 13F -26,532 shares

    0.06% of the 13F portfolio, value $2,032,747.

    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 201,920 shares
    Change vs previous 13F -369,481 shares

    0.08% of the 13F portfolio, value $2,544,192.

    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 571,401 shares
    Change vs previous 13F -104,900 shares

    0.23% of the 13F portfolio, value $7,176,797.

    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 676,301 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $8,311,739.

    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).