WealthBridge Capital Management, LLC
Position in LEO — Bny Mellon Strategic Municipals, Inc.
CIK 1767313
WESTERVILLE, OH
Position in LEO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$227,760
+$5,994 QoQ
Shares Held
35,257
0.0% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#53
of 101 holders
Holding Since
Sep 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LEO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WealthBridge Capital Management, LLC holds $11,195,347 across 18 Asset Management names. LEO ranks #15 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
191,230 | $4,350,482 | |
| 2 | VBF |
Invesco Bond Fund
|
125,586 | $1,903,883 | |
| 3 | PSF |
Cohen & Steers Select Preferred & Income Fund, Inc.
|
27,269 | $548,924 | |
| 4 | IVZ |
Invesco Ltd.
|
18,030 | $475,811 | |
| 5 | CEF |
Sprott Physical Gold & Silver Trust
|
10,358 | $416,702 | |
| 6 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
12,942 | $357,069 | |
| 7 | RNP |
Cohen & Steers REIT & Preferred & Income Fund Inc
|
17,050 | $346,115 | |
| 8 | MQY |
Blackrock Muniyield Quality Fund, Inc.
|
28,000 | $324,800 |
All Filings in LEO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,760 | 35,257 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $221,766 | 35,257 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $224,234 | 35,257 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $220,356 | 35,257 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $224,409 | 37,907 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $231,990 | 37,907 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $228,958 | 37,907 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $246,774 | 37,907 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $231,990 | 37,907 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $209,882 | 34,407 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $196,937 | 33,607 | Shares | Sole | 2024-02-12 | |
| 2022-09-30 | $69,920 | 11,500 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $75,670 | 11,500 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $201,679 | 28,050 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $394,278 | 46,550 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $475,890 | 54,700 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $330,993 | 36,900 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $164,822 | 19,300 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $146,877 | 17,300 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $96,876 | 11,700 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||