Skip to content
Disclosery

Karpus Management, Inc.: XMVTX position timeline

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

Karpus Management, Inc. held 0 XMVTX shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -438,019 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F/A 438,019 shares
    Change vs previous 13F +28,964 shares

    0.15% of the 13F portfolio, value $4,734,985.

    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).

  3. period ended2025-09-30
    13F 409,055 shares
    Change vs previous 13F +10,890 shares

    0.14% of the 13F portfolio, value $4,348,255.

    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).

  4. period ended2025-06-30
    13F 398,165 shares
    Change vs previous 13F +65,037 shares

    0.13% of the 13F portfolio, value $4,109,063.

    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).

  5. period ended2025-03-31
    13F 333,128 shares
    Change vs previous 13F +23,521 shares

    0.11% of the 13F portfolio, value $3,521,163.

    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).

  6. period ended2024-12-31
    13F 309,607 shares
    Change vs previous 13F +30,729 shares

    0.1% of the 13F portfolio, value $3,266,354.

    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).

  7. period ended2024-09-30
    13F 278,878 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,176,420.

    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).