Logan Stone Capital, LLC LEO BNY MELLON STRATEGIC MUNS IN

Ownership history in Logan Stone Capital, LLC  ·  14 quarters on record

AI Ownership Summary

Logan Stone Capital, LLC reported BNY MELLON STRATEGIC MUNS IN (LEO) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.06% in 2025 Q1. The latest visible filing shows LEO at 0.10% 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 Logan Stone 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 Q4

LEO was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.06% 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 2025 Q4

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 Logan Stone Capital, LLC 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 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 90.7% +0.0% 66,020 -646,507 -90.7% 0.10% $420K 2026-02-14 (Est.) $6.44
2025 Q3 REDUCED 32.1% +1.0% 712,527 -337,116 -32.1% 2.02% $4.5M 2025-11-14 $6.15
2025 Q2 REDUCED 1,049,643 -23,176 -2.2% 2.92% $6.2M 2025-08-14 $5.70
2025 Q1 REDUCED 13.8% -2.2% 1,072,819 -171,735 -13.8% 3.06% $6.6M 2025-05-15 $5.64
2024 Q4 ADDED 1,244,554 +7,130 +0.6% 2.52% $7.5M 2025-02-14 $5.92
2024 Q3 ADDED 1,237,424 +55,368 +4.7% 1.98% $8.1M 2024-11-14 $5.91
2024 Q2 REDUCED 24.1% +7.4% 1,182,056 -376,152 -24.1% 1.87% $7.2M 2024-08-14 $6.00
2024 Q1 REDUCED 1,558,208 -24,136 -1.5% 2.04% $9.5M 2024-05-15 $5.57
2023 Q4 ADDED 1,582,344 +884,916 +126.9% 1.88% $9.3M 2024-02-14 $5.48
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Logan Stone 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 Logan Stone Capital, LLC reported owning LEO?

Logan Stone Capital, LLC reported LEO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

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

The largest reported portfolio weight for LEO was 3.06% in 2025 Q1.

What is the latest reported LEO position on this page?

The most recent filing on this page is 2025 Q4, when Logan Stone Capital, LLC reported 66,020 shares, equal to 0.10% of portfolio, with an estimated market value of $420K.

What does the chart on this LEO ownership page compare?

The chart compares Logan Stone 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.

How well did Logan Stone Capital, LLC time their LEO position?

Based on 13F filing dates vs. subsequent LEO price moves, Logan Stone Capital, LLC correctly timed 7 out of 13 reported position changes (54%). The annualised alpha on LEO relative to SPY over the holding period was -12.9%.

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