SARD WEALTH MANAGEMENT GROUP, LLC
Position in DNP — Dnp Select Income Fund Inc
CIK 2010095
ATLANTA, GA
Position in DNP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$215,800
+$9,800 QoQ
Shares Held
20,000
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#166
of 329 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DNP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026SARD WEALTH MANAGEMENT GROUP, LLC holds $442,221 across 2 Asset Management names. DNP ranks #2 (48.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FMN |
Federated Hermes Premier Municipal Income Fund
|
19,706 | $226,421 | |
| 2 | DNP |
Dnp Select Income Fund Inc
This page
|
20,000 | $215,800 |
All Filings in DNP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,800 | 20,000 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $206,000 | 20,000 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $199,800 | 20,000 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $201,801 | 20,160 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $197,650 | 20,189 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $199,629 | 20,185 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $177,996 | 20,181 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $202,587 | 20,178 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $165,830 | 20,174 | Shares | Sole | 2024-07-15 | |
| 2023-12-31 | $171,016 | 20,167 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||