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Disclosery

Karpus Management, Inc.: SWZ position timeline

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

Karpus Management, Inc. held 0 SWZ shares at 2025-12-31 per its 13F-HR/A filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F/A 0 shares
    Change vs previous 13F -206,753 shares

    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).

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

  2. period ended2025-09-30
    13F 206,753 shares
    Change vs previous 13F -30,592 shares

    0.04% of the 13F portfolio, value $1,257,058.

    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).

  3. period ended2025-06-30
    13F 237,345 shares
    Change vs previous 13F -10,115 shares

    0.05% of the 13F portfolio, value $1,504,767.

    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).

  4. period ended2025-03-31
    13F 247,460 shares
    Change vs previous 13F -27,660 shares

    0.07% of the 13F portfolio, value $2,281,581.

    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).

  5. period ended2024-12-31
    13F 275,120 shares
    Change vs previous 13F +62,630 shares

    0.06% of the 13F portfolio, value $2,060,649.

    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).

  6. period ended2024-09-30
    13F 212,490 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,901,786.

    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).