Merit Financial Group, LLC

Position in LEO — Bny Mellon Strategic Municipals, Inc.

CIK 1621225 ALPHARETTA, GA

Position in LEO

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$200,627

+$14,910 QoQ

Shares Held

31,057

+5.2% QoQ

Ownership

0.050%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#56

of 101 holders

Holding Since

Jun 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Merit Financial Group, LLC holds $100,844,639 across 117 Asset Management names. LEO ranks #82 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	12,854	$12,359,888
2	BTT	BlackRock Municipal 2030 Target Term Trust	441,028	$10,033,386
3	ARCC	Ares Capital Corp	406,876	$7,539,411
4	BX	Blackstone Inc.	56,500	$6,648,349
5	NEA	Nuveen AMT-Free Quality Municipal Income Fund	362,233	$4,252,614
6	KKR	KKR & Co. Inc.	34,227	$3,141,350
7	AMP	Ameriprise Financial Inc	6,529	$2,995,239
8	BEN	Franklin Resources Inc	81,520	$2,712,167

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$200,627	31,057	+5.2%	Shares	Other	2026-07-20
2026-03-31	$185,717	29,526	+9.3%	Shares	Other	2026-04-15
2025-12-31	$171,777	27,009	+1.5%	Shares	Sole	2026-01-26
2025-09-30	$166,343	26,615	-3.9%	Shares	Sole	2025-11-07
2025-06-30	$163,954	27,695	+6.0%	Shares	Sole	2025-07-22
2025-03-31	$159,933	26,133	+125.0%	Shares	Sole	2025-04-09
2024-03-31	$70,845	11,614	-65.5%	Shares	Sole	2024-05-06
2023-12-31	$197,106	33,636	-7.5%	Shares	Sole	2024-02-06
2023-09-30	$193,852	36,370	+0.5%	Shares	Sole	2023-11-07
2023-06-30	$225,120	36,193	—	Shares	Sole	2023-08-01
No filing history on record for this holder in this stock.