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Disclosery

Karpus Management, Inc.: POLE position timeline

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

Karpus Management, Inc. held 223,650 POLE 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 223,650 shares
    Change vs previous 13F -15,000 shares

    0.07% of the 13F portfolio, value $2,404,238.

    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 238,650 shares
    Change vs previous 13F -300 shares

    0.08% of the 13F portfolio, value $2,540,429.

    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 238,950 shares
    Change vs previous 13F -5,000 shares

    0.08% of the 13F portfolio, value $2,511,365.

    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 243,950 shares
    Change vs previous 13F -31,900 shares

    0.08% of the 13F portfolio, value $2,551,717.

    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 275,850 shares
    Change vs previous 13F -51,000 shares

    0.09% of the 13F portfolio, value $2,863,323.

    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 326,850 shares
    Change vs previous 13F +24,500 shares

    0.11% of the 13F portfolio, value $3,310,991.

    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 302,350 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,021,988.

    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).