Daner Wealth Management, LLC
Position in LEO — Bny Mellon Strategic Municipals, Inc.
CIK 1956649
ALPHARETTA, GA
Position in LEO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$335,274
+$8,823 QoQ
Shares Held
51,900
0.0% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#49
of 101 holders
Holding Since
Dec 2024
6 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, 2026Daner Wealth Management, LLC holds $562,106 across 2 Asset Management names. LEO ranks #1 (59.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEO |
Bny Mellon Strategic Municipals, Inc.
This page
|
51,900 | $335,274 | |
| 2 | MYI |
Blackrock Muniyield Quality Fund III, Inc.
|
20,417 | $226,832 |
All Filings in LEO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,274 | 51,900 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $326,451 | 51,900 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $330,084 | 51,900 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $324,375 | 51,900 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $307,248 | 51,900 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $313,476 | 51,900 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||