LEO β€” BNY MELLON STRATEGIC MUNS IN

Ownership history in Curi Capital, LLC  Β·  4 quarters on record

AI Ownership Summary

Curi Capital, LLC reported BNY MELLON STRATEGIC MUNS IN (LEO) in 4 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.02% in 2023 Q4. The latest visible filing shows LEO at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LEO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Curi Capital, LLC's position in BNY MELLON STRATEGIC MUNS IN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

LEO was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Curi Capital, LLC held LEO β€” position size vs. price
% of Fund (quarterly)    LEO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 125,000 β€” 0% 0.01% $781K 2025-11-13 $6.19
2025 Q2 UNCHANGED 125,000 β€” 0% 0.01% $740K 2025-08-14 $5.73
2024 Q1 UNCHANGED 125,000 β€” 0% 0.02% $762K 2024-05-15 $5.59
2023 Q4 INITIATED 125,000 β€” β€” 0.02% $732K 2024-02-14 $5.50

FAQ About Curi Capital, LLC and LEO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Curi Capital, LLC reported owning LEO?

Curi Capital, LLC reported LEO across 4 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported LEO position in Curi Capital, LLC's portfolio?

The largest reported portfolio weight for LEO was 0.02% in 2023 Q4.

What is the latest reported LEO position on this page?

The most recent filing on this page is 2025 Q3, when Curi Capital, LLC reported 125,000 shares, equal to 0.01% of portfolio, with an estimated market value of $781K.

What does the chart on this LEO ownership page compare?

The chart compares Curi Capital, LLC's quarterly LEO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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