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Karpus Management, Inc.: RFMZ position timeline

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

Karpus Management, Inc. held 254,285 RFMZ 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 254,285 shares
    Change vs previous 13F -8,900 shares

    0.1% of the 13F portfolio, value $3,465,905.

    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 263,185 shares
    Change vs previous 13F -400 shares

    0.1% of the 13F portfolio, value $3,329,290.

    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 263,585 shares
    Change vs previous 13F -8,500 shares

    0.1% of the 13F portfolio, value $3,336,986.

    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 272,085 shares
    Change vs previous 13F -6,241 shares

    0.11% of the 13F portfolio, value $3,550,709.

    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 278,326 shares
    Change vs previous 13F +931 shares

    0.11% of the 13F portfolio, value $3,518,041.

    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 277,395 shares
    Change vs previous 13F -9,000 shares

    0.12% of the 13F portfolio, value $3,722,641.

    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 286,395 shares
    Change vs previous 13F -140,415 shares

    0.11% of the 13F portfolio, value $3,837,693.

    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 426,810 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $6,188,745.

    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).