Skip to content
Disclosery

Karpus Management, Inc.: SHM position timeline

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

Karpus Management, Inc. held 29,400 SHM 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 29,400 shares
    Change vs previous 13F -77,950 shares

    0.04% of the 13F portfolio, value $1,410,171.

    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 107,350 shares
    Change vs previous 13F -291,356 shares

    0.16% of the 13F portfolio, value $5,134,532.

    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 398,706 shares
    Change vs previous 13F -498,201 shares

    0.59% of the 13F portfolio, value $19,133,883.

    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 896,907 shares
    Change vs previous 13F -21,593 shares

    1.37% of the 13F portfolio, value $43,248,858.

    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 918,500 shares
    Change vs previous 13F +197,281 shares

    1.42% of the 13F portfolio, value $43,931,878.

    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 721,219 shares
    Change vs previous 13F +168,456 shares

    1.11% of the 13F portfolio, value $34,330,015.

    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 552,763 shares
    Change vs previous 13F +205,845 shares

    0.77% of the 13F portfolio, value $26,195,419.

    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 346,918 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $16,700,640.

    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).