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Capital Investment Advisors, LLC → DSM
Capital Investment Advisors, LLC DSM Position History
BNY Mellon Strategic Municipal Bond Fund, Inc. • Financial Services
Quarters held
9
Latest value
$1.2M
Q3 2026
Peak value
$2.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.5M |
| Q4 2025 | $1.6M |
| Q1 2026 | $2.4M |
| Q1 2026 | $2.4M |
| Q1 2026 | $1.5M |
| Q2 2026 | $2.4M |
| Q2 2026 | $1.5M |
| Q3 2026 | $2M |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 235.8K | — | — |
| Q3 2026 | $2M | 352.4K | — | — |
| Q2 2026 | $1.5M | 250.3K | — | — |
| Q2 2026 | $2.4M | 370.0K | — | — |
| Q1 2026 | $1.5M | 256.3K | — | — |
| Q1 2026 | $2.4M | 379.3K | — | — |
| Q1 2026 | $2.4M | 379.3K | — | — |
| Q4 2025 | $1.6M | 261.6K | — | — |
| Q4 2025 | $2.5M | 389.1K | — | — |
Other funds holding DSM
$289.4M