Current Market Value 318,832,541
Current Holdings 117
Most Recent File Date 2024-07-30
Total Filings on Record 46
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Karpas Strategies, Llc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2024-07-30 2024-06-30 13F-HR 117 318,833
2024-05-06 2024-03-31 13F-HR 114 321,725
2024-02-07 2023-12-31 13F-HR 117 302,469
2023-11-09 2023-09-30 13F-HR 114 272,370
2023-08-10 2023-06-30 13F-HR 120 296,370
2023-05-02 2023-03-31 13F-HR 121 283,856
2023-02-07 2022-12-31 13F-HR 117 284,670
2022-10-28 2022-09-30 13F-HR 113 263,386
2022-07-19 2022-06-30 13F-HR 115 285,878
2022-04-19 2022-03-31 13F-HR 123 317,187
2022-02-07 2021-12-31 13F-HR 123 312,130
2021-11-04 2021-09-30 13F-HR 118 302,949
2021-07-28 2021-06-30 13F-HR 116 281,677
2021-05-05 2021-03-31 13F-HR 109 264,172
2021-01-27 2020-12-31 13F-HR 124 255,210
2020-10-30 2020-09-30 13F-HR 121 217,267
2020-08-04 2020-06-30 13F-HR 118 207,841
2020-04-22 2020-03-31 13F-HR 114 184,259
2020-01-23 2019-12-31 13F-HR 122 265,776
2019-10-22 2019-09-30 13F-HR 121 247,430
2019-07-25 2019-06-30 13F-HR 122 240,979
2019-04-18 2019-03-31 13F-HR 125 236,970
2019-01-23 2018-12-31 13F-HR 113 213,903
2018-10-23 2018-09-30 13F-HR/A 1 R 122 242,093
2018-10-18 2018-09-30 13F-HR 118 231,005
2018-07-25 2018-06-30 13F-HR 118 231,005
2018-05-08 2018-03-31 13F-HR 123 230,396
2018-01-24 2017-12-31 13F-HR 124 233,300
2017-11-08 2017-09-30 13F-HR 123 227,810
2017-07-19 2017-06-30 13F-HR 121 221,729
2017-05-03 2017-03-31 13F-HR 121 218,810
2017-01-26 2016-12-31 13F-HR 119 212,087
2016-10-31 2016-09-30 13F-HR 122 204,659
2016-07-22 2016-06-30 13F-HR 118 200,476
2016-05-02 2016-03-31 13F-HR 118 192,639
2016-01-27 2015-12-31 13F-HR 120 189,197
2015-11-03 2015-09-30 13F-HR 120 181,139
2015-08-05 2015-06-30 13F-HR 119 200,543
2015-05-05 2015-03-31 13F-HR 120 206,318
2015-02-04 2014-12-31 13F-HR 0 0
2014-11-12 2014-09-30 13F-HR 117 200,133
2014-07-30 2014-06-30 13F-HR 119 199,729
2014-05-13 2014-03-31 13F-HR 114 188,144
2014-02-12 2013-12-31 13F-HR 104 181,372
2013-11-07 2013-09-30 13F-HR 107 170,723
2013-08-14 2013-06-30 13F-HR 103 163,293