LEO — BNY MELLON STRATEGIC MUNS INC 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 MUNS INC COM (LEO). 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 557 — 0% 0.00% $3K $6.11
2025 Q2 UNCHANGED 557 — 0% 0.00% $3K $5.72
2025 Q1 UNCHANGED 557 — 0% 0.00% $3K $5.85
2024 Q4 UNCHANGED 557 — 0% 0.00% $3K $5.72
2024 Q3 UNCHANGED 557 — 0% 0.00% $4K $6.11
2024 Q2 UNCHANGED 557 — 0% 0.00% $3K $5.70
2024 Q1 UNCHANGED 557 — 0% 0.00% $3K $5.62
2023 Q4 UNCHANGED 557 — 0% 0.00% $3K $5.35
2023 Q3 UNCHANGED 557 — 0% 0.00% $3K $4.82
2023 Q2 UNCHANGED 557 — 0% 0.00% $3K $5.56
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    LEO price (monthly, adj. close)

Other funds also holding LEO

As of 2025 Q4 — sorted by position size

Altium Capital Management LLC 3Y 6.59% ROBINSON CAPITAL MANAGEMENT, LLC 3Y 7Y 2.2% Bulldog Investors, LLP 3Y 7Y 2.1% Gridiron Partners, LLC 1.48% Saba Capital Management, L.P. 3Y 7Y 1.15% RIVERNORTH CAPITAL MANAGEMENT, LLC 3Y 7Y 0.66% Matisse Capital 3Y 7Y 0.33% Almitas Capital LLC 3Y 7Y 0.28% MELFA WEALTH MANAGEMENT, INC. 3Y 0.22% Thomas J. Herzfeld Advisors, Inc. 3Y 7Y 0.2%
← Back to Mascoma Wealth Management LLC Holdings