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Disclosery

Karpus Management, Inc.: SOCA position timeline

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

Karpus Management, Inc. held 268,615 SOCA 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 268,615 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $2,755,990.

    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 268,615 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $2,731,815.

    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 268,615 shares
    Change vs previous 13F +193,000 shares

    0.08% of the 13F portfolio, value $2,699,581.

    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 75,615 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $753,125.

    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).