Beacon Pointe Advisors, LLC

SEC CIK: 0001744317
Latest filing: Aug 18, 2026

SEC filings (opens in a new tab)

DFP holding history

Flaherty & Crumrine Dynamic Preferred & Income Fund Inc in every 13F filed by Beacon Pointe Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DFP overview All 13F holders of DFP Full Q2 2026 holdings

Shares (Q2 2026): 10,846
Value: $224.2K
% of portfolio: <0.1%
Quarters held: 2; Since Q3 2023

Holdings of DFP by Beacon Pointe Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10,846	$224.2K	<0.1%	+10,846	New	Holders
Q4 2023	0	$0	0.0%	−28,982−100.0%	Sold out	Holders
Q3 2023	28,982	$486.0K	<0.1%	+28,982	New	Holders