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Disclosery

Karpus Management, Inc.: UTF position timeline

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

Karpus Management, Inc. held 169,607 UTF 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 169,607 shares
    Change vs previous 13F +130 shares

    0.13% of the 13F portfolio, value $4,679,457.

    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 169,477 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,386,065.

    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).