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.
| 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 |
| 2024 Q4 | REDUCED | 62,864 | -1,066 | -1.7% | 0.58% | $1.3M | $18.37 |
| 2024 Q3 | ADDED | 63,930 | +45 | +0.1% | 0.62% | $1.4M | $19.44 |
| 2024 Q2 | REDUCED | 63,885 | -2,356 | -3.6% | 0.55% | $1.2M | $17.08 |
| 2024 Q1 | REDUCED | 66,241 | -496 | -0.7% | 0.60% | $1.3M | $16.75 |
| 2023 Q4 | REDUCED | 66,737 | -14,213 | -17.6% | 0.59% | $1.2M | $15.24 |
| 2023 Q2 | REDUCED | 80,950 | -5,228 | -6.1% | 0.74% | $1.4M | $14.42 |
As of 2025 Q4 — sorted by position size