DFP — FLAHERTY & CRUMRINE DYN PFD

Ownership history in Bison Wealth, LLC  ·  38 quarters on record

This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in FLAHERTY & CRUMRINE DYN PFD (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
0.43% (2016 Q3)
Avg. % of fund
0.21%
First filed
2015 Q2
Last filed
2024 Q3
Quarters held
38
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 10,350 -95 -0.9% 0.04% $223K $19.44
2024 Q2 UNCHANGED 10,445 — 0% 0.03% $200K $17.08
2024 Q1 ADDED 10,445 +2 +0.0% 0.03% $200K $16.75
2023 Q4 ADDED 10,443 +2 +0.0% 0.03% $185K $15.24
34 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% 1776 Wealth LLC 3Y 0.41% 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%
← Back to Bison Wealth, LLC Holdings