Daner Wealth Management, LLC
- SEC CIK
- 0001956649
- Latest filing
- Aug 14, 2026
LEO holding history
BNY Mellon Strategic Municipals, Inc. in every 13F filed by Daner Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
LEO overviewAll 13F holders of LEOFull Q2 2026 holdings
- Shares (Q2 2026)
- 51,900
- Value
- $323.9K
- % of portfolio
- 0.2%
- Quarters held
- 6
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 51,900 | $323.9K | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2026 | 51,900 | $332.2K | 0.2% | 00.0% | Unchanged | Holders |
| Q4 2025 | 51,900 | $337.4K | 0.2% | 00.0% | Unchanged | Holders |
| Q3 2025 | 51,900 | $322.8K | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2025 | 51,900 | $306.7K | 0.2% | – | No prior filing | Holders |
| Q1 2025 | – | – | – | – | Not filed | Holders |
| Q4 2024 | 51,900 | $319.2K | 0.2% | – | No prior filing | Holders |