AE Wealth Management LLC
- SEC CIK
- 0001697723
- Latest filing
- Aug 3, 2026
DSM holding history
BNY Mellon Strategic Municipal Bond Fund, Inc. in every 13F filed by AE Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
DSM overviewAll 13F holders of DSMFull Q2 2026 holdings
- Shares (Q3 2024)
- 0
- Sold out in Q3 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 11
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 0 | $0 | 0.0% | −26,550−100.0% | Sold out | Holders |
| Q2 2024 | 26,550 | $157.7K | <0.1% | +10,800+68.6% | Added | Holders |
| Q1 2024 | 15,750 | $92.3K | <0.1% | −15,184−49.1% | Reduced | Holders |
| Q4 2023 | 30,934 | $173.1K | <0.1% | −16,129−34.3% | Reduced | Holders |
| Q3 2023 | 47,063 | $233.9K | <0.1% | −13,572−22.4% | Reduced | Holders |
| Q2 2023 | 60,635 | $345.6K | <0.1% | −59,819−49.7% | Reduced | Holders |
| Q1 2023 | 120,454 | $723.9K | <0.1% | +2,239+1.9% | Added | Holders |
| Q4 2022 | 118,215 | $683.3K | <0.1% | +6,320+5.6% | Added | Holders |
| Q3 2022 | 111,895 | $633.0K | <0.1% | +275+0.2% | Added | Holders |
| Q2 2022 | 111,620 | $694.0K | <0.1% | +528+0.5% | Added | Holders |
| Q1 2022 | 111,092 | $785.0K | <0.1% | +92,702+504.1% | Added | Holders |
| Q4 2021 | 18,390 | $154.0K | <0.1% | +18,390 | New | Holders |