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Karpus Management, Inc.: XBMEX position timeline

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

Karpus Management, Inc. held 140,338 XBMEX 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 140,338 shares
    Change vs previous 13F -1,104 shares

    0.17% of the 13F portfolio, value $6,027,517.

    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 141,442 shares
    Change vs previous 13F -216 shares

    0.17% of the 13F portfolio, value $5,446,931.

    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 141,658 shares
    Change vs previous 13F +73,339 shares

    0.18% of the 13F portfolio, value $5,826,394.

    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 68,319 shares
    Change vs previous 13F +15,647 shares

    0.08% of the 13F portfolio, value $2,543,516.

    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 52,672 shares
    Change vs previous 13F +957 shares

    0.06% of the 13F portfolio, value $1,920,421.

    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 51,715 shares
    Change vs previous 13F -14,243 shares

    0.06% of the 13F portfolio, value $1,998,268.

    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 65,958 shares
    Change vs previous 13F +45,586 shares

    0.07% of the 13F portfolio, value $2,501,787.

    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 20,372 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $854,198.

    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).