DSM — BNY MELLON STRATEGIC MUN BD FD COM

Ownership history in Mascoma Wealth Management LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which Mascoma Wealth Management LLC reported a position in BNY MELLON STRATEGIC MUN BD FD COM (DSM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 565 — 0% 0.00% $3K $5.78
2025 Q2 UNCHANGED 565 — 0% 0.00% $3K $5.40
2025 Q1 UNCHANGED 565 — 0% 0.00% $3K $5.51
2024 Q4 UNCHANGED 565 — 0% 0.00% $3K $5.50
2024 Q3 UNCHANGED 565 — 0% 0.00% $4K $5.84
2024 Q2 UNCHANGED 565 — 0% 0.00% $3K $5.52
2024 Q1 UNCHANGED 565 — 0% 0.00% $3K $5.40
2023 Q4 UNCHANGED 565 — 0% 0.00% $3K $5.21
2023 Q3 UNCHANGED 565 — 0% 0.00% $3K $4.49
2023 Q2 UNCHANGED 565 — 0% 0.00% $3K $5.09
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% of Fund (quarterly)    DSM price (monthly, adj. close)

Other funds also holding DSM

As of 2025 Q4 — sorted by position size

Bulldog Investors, LLP 3Y 7Y 4.55% ROBINSON CAPITAL MANAGEMENT, LLC 3Y 7Y 1.47% Almitas Capital LLC 3Y 7Y 1.26% Saba Capital Management, L.P. 3Y 7Y 0.95% Thomas J. Herzfeld Advisors, Inc. 3Y 7Y 0.71% PFS Partners, LLC 0.26% RIVERNORTH CAPITAL MANAGEMENT, LLC 3Y 7Y 0.24% SIT INVESTMENT ASSOCIATES INC 3Y 7Y 0.23% Gridiron Partners, LLC 0.17% INTEGRATED CAPITAL MANAGEMENT, INC. 3Y 7Y 0.16%
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