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Disclosery

Karpus Management, Inc.: XLF position timeline

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

Karpus Management, Inc. held 405,788 XLF 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 405,788 shares
    Change vs previous 13F +1 shares

    0.63% of the 13F portfolio, value $21,754,292.

    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 405,787 shares
    Change vs previous 13F +6,017 shares

    0.63% of the 13F portfolio, value $20,033,702.

    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 399,770 shares
    Change vs previous 13F +1,558 shares

    0.67% of the 13F portfolio, value $21,895,400.

    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 398,212 shares
    Change vs previous 13F -386 shares

    0.68% of the 13F portfolio, value $21,451,678.

    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 398,598 shares
    Change vs previous 13F +24,398 shares

    0.67% of the 13F portfolio, value $20,874,575.

    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 374,200 shares
    Change vs previous 13F +171,125 shares

    0.6% of the 13F portfolio, value $18,638,923.

    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 203,075 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $9,814,615.

    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).