Daner Wealth Management, LLC
Position in LEO — Bny Mellon Strategic Municipals, Inc.
CIK 1956649
ALPHARETTA, GA
Position in LEO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$326,451
-$3,633 QoQ
Shares Held
51,900
0.0% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
1.78%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LEO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Daner Wealth Management, LLC holds $541,033 across 2 Asset Management names. LEO ranks #1 (60.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEO |
Bny Mellon Strategic Municipals, Inc.
This page
|
51,900 | $326,451 | |
| 2 | MYI |
Blackrock Muniyield Quality Fund III, Inc.
|
20,417 | $214,582 |
All Filings in LEO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||