Farther Finance Advisors, LLC DFP — FLAHERTY & CRUMRINE DYNAMIC PF SHS

Ownership history in Farther Finance Advisors, LLC  ·  5 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported FLAHERTY & CRUMRINE DYNAMIC PF SHS (DFP) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows DFP at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Farther Finance Advisors, LLC's position in FLAHERTY & CRUMRINE DYNAMIC PF SHS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DFP was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DFP stock page Farther Finance Advisors, LLC fund profile Farther Finance Advisors, LLC full holdings
How Farther Finance Advisors, LLC held DFP — position size vs. price
% of Fund (quarterly)    DFP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 17,937 +92 +0.5% 0.00% $365K 2026-04-07 $20.13
2025 Q4 ADDED — — — 17,845 +11,272 +171.5% 0.00% $371K 2026-01-23 $20.81
2025 Q3 ADDED — — — 6,573 +4,028 +158.3% 0.00% $142K 2025-10-14 $20.54
2025 Q2 ADDED — — — 2,545 +4 +0.2% 0.00% $52K 2025-07-11 $19.39
2025 Q1 INITIATED — — — 2,541 — — 0.00% $51K 2025-04-14 $17.48

🏢 Other funds also holding DFP

As of 2026 Q1 — sorted by position size

Smith Asset Management Co., LLC 1.64% Whipplewood Advisors, LLC 0.99% Closed-End Fund Advisors, Inc. 0.9% 1776 Wealth LLC 3Y 0.41% SEAMOUNT FINANCIAL GROUP INC 0.41% Revisor Wealth Management LLC 0.34% Samalin Investment Counsel, LLC 3Y 0.27% SIT INVESTMENT ASSOCIATES INC 3Y 7Y 0.24% Palogic Value Management, L.P. 3Y 0.17% Catalina Capital Group, LLC 0.17%

FAQ About Farther Finance Advisors, LLC and DFP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Farther Finance Advisors, LLC reported owning DFP?

Farther Finance Advisors, LLC reported DFP across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported DFP position in Farther Finance Advisors, LLC's portfolio?

The largest reported portfolio weight for DFP was 0.00% in 2025 Q4.

What is the latest reported DFP position on this page?

The most recent filing on this page is 2026 Q1, when Farther Finance Advisors, LLC reported 17,937 shares, equal to 0.00% of portfolio, with an estimated market value of $365K.

What does the chart on this DFP ownership page compare?

The chart compares Farther Finance Advisors, LLC's quarterly DFP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Farther Finance Advisors, LLC time their DFP position?

Based on 13F filing dates vs. subsequent DFP price moves, Farther Finance Advisors, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on DFP relative to SPY over the holding period was -7.0%.

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