WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Position in DFP — Flaherty & Crumrine Dynamic Preferred & Income Fund Inc
CIK 1812177
HIGHLAND PARK, IL
Position in DFP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$226,336
+$6,570 QoQ
Shares Held
10,950
0.0% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#51
of 85 holders
Holding Since
Sep 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DFP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC holds $6,082,140 across 20 Asset Management names. DFP ranks #14 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTG |
Reaves Utility Income Fund
|
19,260 | $784,267 | |
| 2 | DLY |
DoubleLine Yield Opportunities Fund
|
40,142 | $564,797 | |
| 3 | BST |
BlackRock Science & Technology Trust
|
9,508 | $482,150 | |
| 4 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
55,269 | $435,519 | |
| 5 | DSL |
DoubleLine Income Solutions Fund
|
36,030 | $398,491 | |
| 6 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
14,260 | $393,433 | |
| 7 | BGB |
Blackstone Strategic Credit 2027 Term Fund
|
27,575 | $311,597 | |
| 8 | PFN |
PIMCO Income Strategy Fund II
|
41,300 | $294,469 |
All Filings in DFP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,336 | 10,950 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $219,766 | 10,950 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $227,650 | 10,950 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $236,958 | 10,950 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $224,803 | 10,950 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $221,628 | 10,950 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $218,343 | 10,950 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $235,425 | 10,950 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $210,240 | 10,950 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $209,911 | 10,950 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $241,068 | 14,375 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $250,412 | 14,375 | Shares | Sole | 2023-08-11 | |
| 2021-09-30 | $110,880 | 3,850 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $112,728 | 3,850 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $115,962 | 3,850 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $111,881 | 3,850 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $105,105 | 3,850 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||