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Karpus Management, Inc.: PMO position timeline

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

Karpus Management, Inc. held 16,955 PMO 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 16,955 shares
    Change vs previous 13F -46,689 shares

    0.01% of the 13F portfolio, value $178,706.

    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 63,644 shares
    Change vs previous 13F -97,922 shares

    0.02% of the 13F portfolio, value $655,533.

    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 161,566 shares
    Change vs previous 13F -94,926 shares

    0.05% of the 13F portfolio, value $1,728,756.

    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 256,492 shares
    Change vs previous 13F +24,500 shares

    0.08% of the 13F portfolio, value $2,649,562.

    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 231,992 shares
    Change vs previous 13F +132,444 shares

    0.07% of the 13F portfolio, value $2,294,401.

    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 99,548 shares
    Change vs previous 13F +1,510 shares

    0.03% of the 13F portfolio, value $1,014,394.

    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 98,038 shares
    Change vs previous 13F +36,188 shares

    0.03% of the 13F portfolio, value $993,125.

    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 61,850 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $674,165.

    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).