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Creative Planning DSM Position History
BNY Mellon Strategic Municipal Bond Fund, Inc. • Financial Services
Quarters held
5
Latest value
$298K
Q3 2026
Peak value
$364K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $348K |
| Q4 2025 | $357K |
| Q1 2026 | $354K |
| Q2 2026 | $364K |
| Q3 2026 | $298K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $298K | 53.6K | — | — |
| Q2 2026 | $364K | 56.4K | — | — |
| Q1 2026 | $354K | 56.2K | — | — |
| Q4 2025 | $357K | 56.2K | — | — |
| Q3 2025 | $348K | 55.7K | — | — |
Other funds holding DSM
$289.4M