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Karpus Management, Inc.: ZTR position timeline

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

Karpus Management, Inc. held 183,208 ZTR 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 183,208 shares
    Change vs previous 13F -292,558 shares

    0.04% of the 13F portfolio, value $1,251,311.

    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 475,766 shares
    Change vs previous 13F -201,459 shares

    0.1% of the 13F portfolio, value $3,149,571.

    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 677,225 shares
    Change vs previous 13F -449,938 shares

    0.13% of the 13F portfolio, value $4,266,518.

    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 1,127,163 shares
    Change vs previous 13F +3,215 shares

    0.23% of the 13F portfolio, value $7,270,201.

    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 1,123,948 shares
    Change vs previous 13F -34,761 shares

    0.23% of the 13F portfolio, value $7,002,196.

    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 1,158,709 shares
    Change vs previous 13F -529,888 shares

    0.22% of the 13F portfolio, value $6,917,493.

    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 1,688,597 shares
    Change vs previous 13F +97,712 shares

    0.29% of the 13F portfolio, value $9,895,178.

    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 1,590,885 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $9,863,487.

    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).