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Karpus Management, Inc.: XBGYX position timeline

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

Karpus Management, Inc. held 2,327,943 XBGYX 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 2,327,943 shares
    Change vs previous 13F +378,256 shares

    0.38% of the 13F portfolio, value $13,362,392.

    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 1,949,687 shares
    Change vs previous 13F -563,349 shares

    0.33% of the 13F portfolio, value $10,547,806.

    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 2,513,036 shares
    Change vs previous 13F -602,114 shares

    0.45% of the 13F portfolio, value $14,776,651.

    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 3,115,150 shares
    Change vs previous 13F -383,392 shares

    0.57% of the 13F portfolio, value $17,912,112.

    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 3,498,542 shares
    Change vs previous 13F -925,792 shares

    0.65% of the 13F portfolio, value $20,256,557.

    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 4,424,334 shares
    Change vs previous 13F -756,850 shares

    0.8% of the 13F portfolio, value $24,820,515.

    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 5,181,184 shares
    Change vs previous 13F -394,884 shares

    0.81% of the 13F portfolio, value $27,512,089.

    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 5,576,068 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $32,341,195.

    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).