Archetype Wealth Partners
- SEC CIK
- 0001769089
- Latest filing
- Aug 14, 2026
DSM holding history
BNY Mellon Strategic Municipal Bond Fund, Inc. in every 13F filed by Archetype Wealth Partners, 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 (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 8
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −5,046−100.0% | Sold out | Holders |
| Q1 2026 | 5,046 | $30.0K | <0.1% | +5,046 | New | Holders |
| Q2 2025 | 0 | $0 | 0.0% | −11,752−100.0% | Sold out | Holders |
| Q1 2025 | 11,752 | $68.0K | <0.1% | −22,250−65.4% | Reduced | Holders |
| Q4 2024 | 34,002 | $198.0K | <0.1% | −1,998−5.6% | Reduced | Holders |
| Q3 2024 | 36,000 | $224.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 36,000 | $214.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 36,000 | $211.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 36,000 | $206.0K | <0.1% | +18,000+100.0% | Added | Holders |
| Q3 2023 | 18,000 | $89.0K | <0.1% | +18,000 | New | Holders |