Revisor Wealth Management LLC
- SEC CIK
- 0001887409
- Latest filing
- Jul 21, 2026
DFP holding history
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc in every 13F filed by Revisor Wealth Management 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)
- 52,586
- Value
- $1.09M
- % of portfolio
- 0.3%
- Quarters held
- 12
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 52,586 | $1.09M | 0.3% | −8,435−13.8% | Reduced | Holders |
| Q1 2026 | 61,021 | $1.22M | 0.3% | −1,055−1.7% | Reduced | Holders |
| Q4 2025 | 62,076 | $1.33M | 0.4% | −1,542−2.4% | Reduced | Holders |
| Q3 2025 | 63,618 | $1.39M | 0.5% | −2,511−3.8% | Reduced | Holders |
| Q2 2025 | 66,129 | $1.38M | 0.5% | −557−0.8% | Reduced | Holders |
| Q1 2025 | 66,686 | $1.35M | 0.6% | +42,347+174.0% | Added | Holders |
| Q4 2024 | 24,339 | $485.3K | 0.4% | −22,903−48.5% | Reduced | Holders |
| Q3 2024 | 47,242 | $1.02M | 0.6% | −11,147−19.1% | Reduced | Holders |
| Q2 2024 | 58,389 | $1.12M | 0.8% | −25,126−30.1% | Reduced | Holders |
| Q1 2024 | 83,515 | $1.54M | 0.7% | +37,390+81.1% | Added | Holders |
| Q4 2023 | 46,125 | $818.7K | 0.9% | −9,671−17.3% | Reduced | Holders |
| Q3 2023 | 55,796 | $935.7K | 0.8% | +55,796 | New | Holders |