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1776 Wealth LLC

SEC CIK
0001803140
Latest filing
Aug 10, 2026

DFP holding history

Flaherty & Crumrine Dynamic Preferred & Income Fund Inc in every 13F filed by 1776 Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DFP overviewAll 13F holders of DFPFull Q2 2026 holdings

Shares (Q2 2026)
52,097
Value
$1.08M
% of portfolio
0.4%
Quarters held
21
Since Q1 2021
Holdings of DFP by 1776 Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202652,097$1.08M0.4%+59+0.1%AddedHolders
Q1 202652,038$1.04M0.4%−94−0.2%ReducedHolders
Q4 202552,132$1.08M0.4%−609−1.2%ReducedHolders
Q3 202552,741$1.14M0.4%−7,458−12.4%ReducedHolders
Q2 202560,199$1.24M0.5%−948−1.6%ReducedHolders
Q1 202561,147$1.24M0.6%−1,717−2.7%ReducedHolders
Q4 202462,864$1.25M0.6%−1,066−1.7%ReducedHolders
Q3 202463,930$1.37M0.6%+45+0.1%AddedHolders
Q2 202463,885$1.23M0.6%−2,356−3.6%ReducedHolders
Q1 202466,241$1.27M0.6%−496−0.7%ReducedHolders
Q4 202366,737$1.18M0.6%+66,737NewHolders
Q3 20230$00.0%−80,950−100.0%Sold outHolders
Q2 202380,950$1.41M0.7%−5,228−6.1%ReducedHolders
Q1 202386,178$1.56M0.9%−2,318−2.6%ReducedHolders
Q4 202288,496$1.66M1.2%−16,899−16.0%ReducedHolders
Q3 2022105,395$2.00M1.5%+470.0%AddedHolders
Q2 2022105,348$2.26M1.6%−3,854−3.5%ReducedHolders
Q1 2022109,202$2.84M1.6%−22,116−16.8%ReducedHolders
Q4 2021131,318$3.65M2.0%+924+0.7%AddedHolders
Q3 2021130,394$3.75M2.1%+720+0.6%AddedHolders
Q2 2021129,674$3.80M2.2%+528+0.4%AddedHolders
Q1 2021129,146$3.86M2.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.