DFP — FLAHERTY & CRUMRINE DYN PREFERRED SHS

Ownership history in 1776 Wealth LLC · 24 quarters on record

This page tracks every 13F SEC filing in which 1776 Wealth LLC reported a position in FLAHERTY & CRUMRINE DYN PREFERRED SHS (DFP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

2.44% (2020 Q3)

Avg. % of fund

1.34%

First filed

2019 Q4

Last filed

2025 Q4

Quarters held

24

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	52,132	-609	-1.2%	0.41%	$1.1M	$20.55
2025 Q3	REDUCED	52,741	-7,458	-12.4%	0.44%	$1.1M	$20.98
2025 Q2	REDUCED	60,199	-948	-1.6%	0.51%	$1.2M	$19.57
2025 Q1	REDUCED	61,147	-1,717	-2.7%	0.57%	$1.2M	$18.96

% of Fund (quarterly) DFP price (monthly, adj. close)

Other funds also holding DFP

As of 2025 Q4 — sorted by position size

Whipplewood Advisors, LLC 1.27% SEAMOUNT FINANCIAL GROUP INC 0.44% Shaker Financial Services, LLC 3Y 7Y 0.38% Revisor Wealth Management LLC 0.36% Samalin Investment Counsel, LLC 3Y 0.32% SIT INVESTMENT ASSOCIATES INC 3Y 7Y 0.19% Palogic Value Management, L.P. 3Y 0.18% Catalina Capital Group, LLC 0.18% 1607 Capital Partners, LLC 3Y 7Y 0.15% Mathes Company, Inc. 3Y 7Y 0.13%

← Back to 1776 Wealth LLC Holdings