Karpus Management (TAVI) discloses 1.89M shares, 21.63% stake

Rhea-AI Filing Summary

Karpus Management, Inc. reports beneficial ownership of 1,893,627 shares of Common Stock of Tavia Acquisition Corp. The filing states this equals 21.63% of the class as of 06/30/2026. Karpus discloses sole voting power and sole dispositive power over the 1,893,627 shares.

Insights

Institutional Ownership Analyst

Large passive stake disclosed: 1,893,627 shares (21.63%).

Karpus Management reports direct ownership of 1,893,627 shares of Common Stock, representing 21.63% of the class as of 06/30/2026. The filing identifies sole voting and dispositive power for that entire position.

This disclosure signals a significant institutional stake visible in public filings; subsequent filings could show changes in voting or dispositive arrangements.

Compliance & SEC Filings Specialist

Schedule 13G/A used to amend beneficial ownership details; signature dated 07/07/2026.

The statement is a Schedule 13G/A amendment naming Karpus as the reporting person and citing CUSIP G86880104. It explains informational barriers with CLIG and that the shares are owned directly by accounts managed by Karpus.

Disclosure shows voting/dispositive authorities; any changes to those powers or to the percent owned would require further amendments.

Key Figures

Shares beneficially owned: 1,893,627 shares Percent of class: 21.63% Sole voting power: 1,893,627.00 +3 more

6 metrics

Shares beneficially owned 1,893,627 shares Amount reported in Schedule 13G/A

Percent of class 21.63% Percent of class as stated in filing

Sole voting power 1,893,627.00 Number of shares with sole voting power

Sole dispositive power 1,893,627.00 Number of shares with sole dispositive power

CUSIP G86880104 Identifier for Tavia Acquisition Corp. Common Stock

Ownership as of 06/30/2026 Date tied to ownership disclosure at top of filing

Key Terms

Schedule 13G/A, beneficially owned, sole dispositive power, CUSIP

4 terms

Schedule 13G/A regulatory

"This statement is being filed by Karpus Management, Inc."

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

beneficially owned regulatory

"Amount beneficially owned: 1,893,627.00"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

sole dispositive power regulatory

"Sole power to dispose or to direct the disposition of: 1,893,627.00"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

CUSIP financial

"CUSIP No.: G86880104"

A CUSIP is a nine-character alphanumeric code that uniquely identifies a U.S. or Canadian financial security—such as a stock, bond, or fund share—like a Social Security number for an investment. It matters to investors because brokers, exchanges and record-keepers use the CUSIP to match trades, track ownership, settle transactions and pull accurate records, reducing errors and ensuring money and securities go to the right place.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 07/07/2026 - 04:06 PM Accepted by SEC EDGAR 07/07/2026 - 04:06 PM Learn about SEC filing dates

FAQ

How many TAVI shares does Karpus Management report owning?

Karpus Management reports owning 1,893,627 shares of Tavia Acquisition Corp. This position is disclosed in a Schedule 13G/A and is labeled as 21.63% of the class as of 06/30/2026.

Does Karpus have voting control over its TAVI shares?

Yes. The filing states Karpus has sole voting power over 1,893,627 shares. It also reports sole dispositive power for the same number of shares in the Schedule 13G/A amendment.

Who filed the Schedule 13G/A for TAVI and what is the CUSIP?

The filing was submitted by Karpus Management, Inc. and identifies the Common Stock CUSIP as G86880104. The statement includes Karpus's address and organizational details in the amendment.

What relationship does Karpus disclose with City of London Investment Group plc?

Karpus states it is controlled by City of London Investment Group plc but cites informational barriers so voting and investment power are exercised by Karpus independently, and attribution to CLIG is not required.

When was the Schedule 13G/A signed for the disclosed TAVI position?

The Schedule 13G/A amendment is signed by Jodi L. Hedberg as Chief Compliance Officer on 07/07/2026. The top of the filing lists the date 06/30/2026, which the summary ties to the ownership figure.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 4)

Tavia Acquisition Corp.

(Name of Issuer)

Common

(Title of Class of Securities)

G86880104

(CUSIP Number)

06/30/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): G86880104

1

Names of Reporting Persons

KARPUS MANAGEMENT, INC.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

NEW YORK

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 1,893,627.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 1,893,627.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,893,627.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

21.63 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Tavia Acquisition Corp.
(b)	Address of issuer's principal executive offices: 850 Library Avenue, Suite 204, Newark, DE 19711
Item 2.
(a)	Name of person filing: This statement is being filed by Karpus Management, Inc., d/b/a Karpus Investment Management ("Karpus" or the "Reporting Person"). Karpus is a registered investment adviser under Section 203 of the Investment Advisers Act of 1940. Karpus is controlled by City of London Investment Group plc ("CLIG"), which is listed on the London Stock Exchange. However, in accordance with SEC Release No. 34-39538 (January 12, 1998), effective informational barriers have been established between Karpus and CLIG such that voting and investment power over the subject securities is exercised by Karpus independently of CLIG, and, accordingly, attribution of beneficial ownership is not required between Karpus and CLIG. The Shares to which this Schedule 13G relates are owned directly by the accounts managed by Karpus.
(b)	Address or principal business office or, if none, residence: 183 Sully's Trail, Pittsford, New York 14534.
(c)	Citizenship: The members of the Karpus Management Committee are US citizens. Karpus is a New York corporation.
(d)	Title of class of securities: Common
(e)	CUSIP No.: G86880104
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 1,893,627.00
(b)	Percent of class: 21.63 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 1,893,627.00
	(ii) Shared power to vote or to direct the vote: 0.00
	(iii) Sole power to dispose or to direct the disposition of: 1,893,627.00
	(iv) Shared power to dispose or to direct the disposition of: 0.00
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

KARPUS MANAGEMENT, INC.

Signature:	/s/ Jodi L. Hedberg
Name/Title:	Jodi L. Hedberg / Chief Compliance Officer
Date:	07/07/2026