Petersen Hastings Wealth Advisors Inc.
Position in LEO — Bny Mellon Strategic Municipals, Inc.
CIK 2109614
KENNEWICK, WA
Position in LEO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$520,708
+$13,703 QoQ
Shares Held
80,605
0.0% QoQ
Ownership
0.129%
of shares outstanding
% of Portfolio
1.91%
of 13F equity value
Holder Rank
#41
of 101 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LEO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Petersen Hastings Wealth Advisors Inc. holds $698,627 across 2 Asset Management names. LEO ranks #1 (74.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEO |
Bny Mellon Strategic Municipals, Inc.
This page
|
80,605 | $520,708 | |
| 2 | DSM |
Bny Mellon Strategic Municipal Bond Fund, Inc.
|
28,930 | $177,919 |
All Filings in LEO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $520,708 | 80,605 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $507,005 | 80,605 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $512,647 | 80,605 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||