LEO — BNY MELLON STRATEGIC MUNS IN

Ownership history in MELFA WEALTH MANAGEMENT, INC.  ·  13 quarters on record

AI Ownership Summary

MELFA WEALTH MANAGEMENT, INC. reported BNY MELLON STRATEGIC MUNS IN (LEO) in 13 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.33% in 2023 Q4. The latest visible filing shows LEO at 0.22% 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 MELFA WEALTH MANAGEMENT, INC.'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 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% 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 Q3 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.

LEO stock page MELFA WEALTH MANAGEMENT, INC. fund profile MELFA WEALTH MANAGEMENT, INC. full holdings
How MELFA WEALTH MANAGEMENT, INC. held LEO — position size vs. price
% of Fund (quarterly)    LEO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 60,298 — 0% 0.22% $383K 2026-02-14 (Est.) $6.46
2025 Q3 UNCHANGED 60,298 — 0% 0.22% $377K 2025-10-28 $6.21
2025 Q2 UNCHANGED 60,298 — 0% 0.23% $357K 2025-07-17 $5.60
2025 Q1 UNCHANGED 60,298 — 0% 0.25% $369K 2025-05-02 $5.63
2024 Q4 ADDED 60,298 +3,000 +5.2% 0.24% $364K 2025-01-17 $5.85
2024 Q3 UNCHANGED 57,298 — 0% 0.25% $373K 2024-10-16 $6.08
2024 Q2 ADDED 57,298 +51 +0.1% 0.25% $351K 2024-07-15 $5.79
2024 Q1 REDUCED 57,247 -3,124 -5.2% 0.25% $349K 2024-04-23 $5.44
2023 Q4 ADDED 60,371 +10,751 +21.7% 0.33% $354K 2024-01-22 $5.35
2023 Q3 REDUCED 49,620 -2,090 -4.0% 0.29% $264K 2023-10-30 $4.60
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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% Thomas J. Herzfeld Advisors, Inc. 3Y 7Y 0.2% Ackerman Capital Advisors, LLC 3Y 7Y 0.2%

FAQ About MELFA WEALTH MANAGEMENT, INC. and LEO

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

How long has MELFA WEALTH MANAGEMENT, INC. reported owning LEO?

MELFA WEALTH MANAGEMENT, INC. reported LEO across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported LEO position in MELFA WEALTH MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for LEO was 0.33% in 2023 Q4.

What is the latest reported LEO position on this page?

The most recent filing on this page is 2025 Q4, when MELFA WEALTH MANAGEMENT, INC. reported 60,298 shares, equal to 0.22% of portfolio, with an estimated market value of $383K.

What does the chart on this LEO ownership page compare?

The chart compares MELFA WEALTH MANAGEMENT, INC.'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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