Fortitude Advisory Group L.L.C. LEO — BNY MELLON STRATEGIC MUNS IN

Ownership history in Fortitude Advisory Group L.L.C.  ·  17 quarters on record

AI Ownership Summary

Fortitude Advisory Group L.L.C. reported BNY MELLON STRATEGIC MUNS IN (LEO) in 17 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.12% in 2025 Q1. The latest visible filing shows LEO at 0.08% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LEO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fortitude Advisory Group L.L.C.'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
2026 Q1

LEO was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2025 Q1

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 2026 Q1

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.

LEO stock page Fortitude Advisory Group L.L.C. fund profile Fortitude Advisory Group L.L.C. full holdings
How Fortitude Advisory Group L.L.C. held LEO — position size vs. price
% of Fund (quarterly)    LEO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 27,876 — 0% 0.08% $175K 2026-04-28 $6.32
2025 Q4 UNCHANGED — — — 27,876 — 0% 0.08% $177K 2026-02-13 $6.44
2025 Q3 UNCHANGED — — — 27,876 — 0% 0.09% $174K 2025-11-05 $6.13
2025 Q2 UNCHANGED — — — 27,876 — 0% 0.09% $165K 2025-07-22 $5.59
2025 Q1 UNCHANGED — — — 27,876 — 0% 0.12% $161K 2025-04-17 $5.55
2024 Q4 UNCHANGED — — — 27,876 — 0% 0.10% $168K 2025-01-22 $5.82
2024 Q3 UNCHANGED — — — 27,876 — 0% 0.11% $181K 2024-11-13 $5.87
2024 Q2 UNCHANGED — — — 27,876 — 0% 0.10% $171K 2024-07-25 $5.75
2024 Q1 ADDED — — — 27,876 +1,000 +3.7% 0.10% $170K 2024-05-02 $5.50
2023 Q4 UNCHANGED — — — 26,876 — 0% 0.10% $157K 2024-02-06 $5.46
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LEO

As of 2026 Q1 — sorted by position size

Gridiron Partners, LLC 1.31% Traub Capital Management LLC 0.74% MELFA WEALTH MANAGEMENT, INC. 3Y 0.22% Thoma Capital Management LLC 0.09% Noble Wealth Management PBC 0.07% RIVERBRIDGE PARTNERS LLC 3Y 7Y 0.06% WealthBridge Capital Management, LLC 3Y 7Y 0.05% Petersen Hastings Wealth Advisors Inc. 0.05% Capital Investment Advisors, LLC 3Y 7Y 0.04% GILPIN WEALTH MANAGEMENT, LLC 0.02%

FAQ About Fortitude Advisory Group L.L.C. and LEO

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

How long has Fortitude Advisory Group L.L.C. reported owning LEO?

Fortitude Advisory Group L.L.C. reported LEO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LEO position in Fortitude Advisory Group L.L.C.'s portfolio?

The largest reported portfolio weight for LEO was 0.12% in 2025 Q1.

What is the latest reported LEO position on this page?

The most recent filing on this page is 2026 Q1, when Fortitude Advisory Group L.L.C. reported 27,876 shares, equal to 0.08% of portfolio, with an estimated market value of $175K.

What does the chart on this LEO ownership page compare?

The chart compares Fortitude Advisory Group L.L.C.'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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