Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing for 09254L107 since 12/18/2024, newest first.
| Filer | % of Class | Filed |
|---|---|---|
| Karpus Management, Inc. 13G/A Amendment 1 | 4.4% |
3/6/2026
Event 2/27/2026
|
| Karpus Management, Inc. 13G | 5.1% |
11/14/2025
Event 9/30/2025
|
| Karpus Management, Inc. 13G/A Amendment 1 | 4.95% |
7/7/2025
Event 6/30/2025
|
| Karpus Management, Inc. 13G | 5.3% |
5/14/2025
Event 3/31/2025
|
| Period | Filings | Shares, Excl. Options | Value, Excl. Options |
|---|---|---|---|
| 2026 Q3 | 5 | 75.6 k | $737 k |
| 2026 Q2 | 136 | 33.1 M | $364 M |
| 2026 Q1 | 139 | 34.6 M | $360 M |
| 2025 Q4 | 113 | 28.9 M | $307 M |
| 2025 Q3 | 94 | 28.4 M | $308 M |
| 2025 Q2 | 101 | 28.4 M | $294 M |
| 2025 Q1 | 103 | 29.1 M | $309 M |
| 2024 Q4 | 113 | 28.9 M | $308 M |
| 2024 Q3 | 96 | 27.0 M | $311 M |
| 2024 Q2 | 97 | 33.1 M | $367 M |
| 2024 Q1 | 102 | 38.7 M | $426 M |
| 2023 Q4 | 97 | 34.9 M | $389 M |
| 2023 Q3 | 93 | 27.5 M | $263 M |
| 2023 Q2 | 91 | 24.9 M | $270 M |
| 2023 Q1 | 92 | 22.7 M | $275 M |
| 2022 Q4 | 92 | 20.8 M | $224 M |
| 2022 Q3 | 83 | 18.4 M | $198 M |
| 2022 Q2 | 94 | 19.0 M | $227 M |
| 2022 Q1 | 58 | 8.49 M | $111 M |
| 2021 Q4 | 51 | 7.59 M | $117 M |
| 2021 Q3 | 47 | 7.50 M | $117 M |
| 2021 Q2 | 57 | 7.86 M | $126 M |
| 2021 Q1 | 50 | 7.65 M | $115 M |
| 2020 Q4 | 50 | 7.37 M | $111 M |
| 2020 Q3 | 53 | 8.33 M | $116 M |
| 2020 Q2 | 53 | 10.7 M | $151 M |
| 2020 Q1 | 56 | 9.23 M | $123 M |
| 2019 Q4 | 63 | 8.96 M | $125 M |
| 2019 Q3 | 60 | 8.21 M | $116 M |
| 2019 Q2 | 63 | 7.57 M | $103 M |
| 2019 Q1 | 63 | 7.67 M | $102 M |
| 2018 Q4 | 70 | 7.78 M | $95.5 M |
| 2018 Q3 | 61 | 5.57 M | $69.6 M |
| 2018 Q2 | 61 | 5.22 M | $68.7 M |
| 2018 Q1 | 61 | 5.34 M | $70.2 M |
| 2017 Q4 | 54 | 4.74 M | $67.2 M |
| 2017 Q3 | 46 | 4.51 M | $66.8 M |
| 2017 Q2 | 49 | 4.59 M | $65.9 M |
| 2017 Q1 | 53 | 6.20 M | $87.6 M |
| 2016 Q4 | 56 | 5.91 M | $82.9 M |
| 2016 Q3 | 43 | 4.20 M | $67.3 M |
| 2016 Q2 | 42 | 4.02 M | $65.4 M |
| 2016 Q1 | 39 | 4.07 M | $64.1 M |
| 2015 Q4 | 42 | 4.23 M | $62.8 M |
| 2015 Q3 | 41 | 3.84 M | $55.1 M |
| 2015 Q2 | 37 | 3.97 M | $55.6 M |
| 2015 Q1 | 42 | 4.02 M | $59.0 M |
| 2014 Q4 | 41 | 4.07 M | $58.7 M |
| 2014 Q3 | 42 | 3.76 M | $53.4 M |
| 2014 Q2 | 41 | 3.52 M | $49.7 M |
| 2014 Q1 | 38 | 3.08 M | $42.2 M |