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Karpus Management, Inc.: XBOEX position timeline

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

Karpus Management, Inc. held 1,206,786 XBOEX 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 1,206,786 shares
    Change vs previous 13F -4,956 shares

    0.42% of the 13F portfolio, value $14,590,045.

    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 1,211,742 shares
    Change vs previous 13F -11,038 shares

    0.41% of the 13F portfolio, value $13,280,695.

    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 1,222,780 shares
    Change vs previous 13F -261,972 shares

    0.44% of the 13F portfolio, value $14,318,756.

    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 1,484,752 shares
    Change vs previous 13F -80,561 shares

    0.54% of the 13F portfolio, value $17,178,583.

    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 1,565,313 shares
    Change vs previous 13F -333,833 shares

    0.57% of the 13F portfolio, value $17,766,305.

    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 1,899,146 shares
    Change vs previous 13F -323,853 shares

    0.67% of the 13F portfolio, value $20,605,733.

    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 2,222,999 shares
    Change vs previous 13F -251,954 shares

    0.71% of the 13F portfolio, value $23,941,702.

    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 2,474,953 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $27,867,974.

    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).