Modern Wealth Management, LLC
- SEC CIK
- 0002001900
- Latest filing
- Aug 13, 2026
DSM holding history
BNY Mellon Strategic Municipal Bond Fund, Inc. in every 13F filed by Modern 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 (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −23,593−100.0% | Sold out | Holders |
| Q3 2025 | 23,593 | $139.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 23,593 | $132.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 23,593 | $136.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 23,593 | $137.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 23,593 | $147.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 23,593 | $140.1K | <0.1% | +23,593 | New | Holders |