THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. DFP β€” FLAHERTY & CRUMRINE

Ownership history in THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.  Β·  4 quarters on record

AI Ownership Summary

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. reported FLAHERTY & CRUMRINE (DFP) in 4 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.03% in 2024 Q4. The latest visible filing shows DFP at 0.01% 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 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.'s position in FLAHERTY & CRUMRINE, 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 Q2

DFP was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2026 Q2

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 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. fund profile THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. full holdings
How THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. held DFP β€” position size vs. price
% of Fund (quarterly)    DFP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 1,734 -6,143 -78.0% 0.01% $36K 2026-07-08 $20.68
2025 Q2 ADDED β€” β€” β€” 7,877 +89 +1.1% 0.02% $162K 2025-07-07 $19.30
2025 Q1 ADDED β€” β€” β€” 7,788 +84 +1.1% 0.03% $158K 2025-04-10 $17.17
2024 Q4 INITIATED β€” β€” β€” 7,704 β€” β€” 0.03% $154K 2025-01-14 $17.98

🏒 Other funds also holding DFP

As of 2026 Q2 β€” sorted by position size

Hennion & Walsh Asset Management, Inc. 3Y 0.13% CoreCap Advisors, LLC 3Y 0.0%

FAQ About THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. and DFP

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

How long has THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. reported owning DFP?

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. reported DFP across 4 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported DFP position in THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.'s portfolio?

The largest reported portfolio weight for DFP was 0.03% in 2024 Q4.

What is the latest reported DFP position on this page?

The most recent filing on this page is 2026 Q2, when THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. reported 1,734 shares, equal to 0.01% of portfolio, with an estimated market value of $36K.

What does the chart on this DFP ownership page compare?

The chart compares THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.'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 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. time their DFP position?

Based on 13F filing dates vs. subsequent DFP price moves, THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. correctly timed 2 out of 3 reported position changes (67%).

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