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Crown Wealth Group, LLC

SEC CIK
0001845698
Latest filing
Jul 21, 2026

DSM holding history

BNY Mellon Strategic Municipal Bond Fund, Inc. in every 13F filed by Crown Wealth Group, 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 (Q2 2022)
0
Sold out in Q2 2022
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2021
Holdings of DSM by Crown Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20220$00.0%−38,708−100.0%Sold outHolders
Q1 202238,708$274.0K0.2%−45,724−54.2%ReducedHolders
Q4 202184,432$705.0K0.7%–No prior filingHolders