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Disclosery

Karpus Management, Inc.: SIMA position timeline

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

Karpus Management, Inc. held 0 SIMA 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 0 shares
    Change vs previous 13F -1,725,032 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 1,725,032 shares
    Change vs previous 13F -10,465 shares

    0.58% of the 13F portfolio, value $18,492,343.

    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 1,735,497 shares
    Change vs previous 13F -33,270 shares

    0.56% of the 13F portfolio, value $18,378,913.

    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 1,768,767 shares
    Change vs previous 13F -149,122 shares

    0.59% of the 13F portfolio, value $18,642,804.

    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 1,917,889 shares
    Change vs previous 13F -185,536 shares

    0.64% of the 13F portfolio, value $19,988,431.

    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 2,103,425 shares
    Change vs previous 13F +167,624 shares

    0.7% of the 13F portfolio, value $21,497,004.

    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 1,935,801 shares
    Change vs previous 13F +593,851 shares

    0.57% of the 13F portfolio, value $19,435,442.

    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 1,341,950 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $13,408,093.

    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).