Spire Wealth Management

Position in DFP — Flaherty & Crumrine Dynamic Preferred & Income Fund Inc

CIK 1858740 MCLEAN, VA

Position in DFP

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$18,603

-$5,175 QoQ

Shares Held

900

-34.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#77

of 85 holders

Holding Since

Mar 2021

11 quarters on record

Financial Services · as of Jun 30, 2026

Spire Wealth Management holds $27,056,715 across 112 Asset Management names. DFP ranks #69 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EVT	Eaton Vance Tax-Advantaged Dividend Income Fund	115,599	$3,199,780
2	BX	Blackstone Inc.	23,291	$2,740,651
3	NEA	Nuveen AMT-Free Quality Municipal Income Fund	228,623	$2,684,034
4	CEF	Sprott Physical Gold & Silver Trust	59,199	$2,381,575
5	ARCC	Ares Capital Corp	79,181	$1,467,223
6	BLK	BlackRock, Inc.	1,414	$1,359,645
7	BXSL	Blackstone Secured Lending Fund	54,621	$1,295,063
8	KKR	KKR & Co. Inc.	10,743	$985,992

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,603	900	-34.1%	Shares	Sole	2026-07-15
2023-06-30	$23,778	1,365	0.0%	Shares	Sole	2023-08-09
2023-03-31	$24,788	1,365	0.0%	Shares	Sole	2023-05-09
2022-12-31	$25,539	1,365	0.0%	Shares	Sole	2023-02-03
2022-09-30	$25,921	1,365	0.0%	Shares	Sole	2022-11-07
2022-06-30	$29,333	1,365	0.0%	Shares	Sole	2022-07-22
2022-03-31	$35,544	1,365	-71.4%	Shares	Sole	2022-04-18
2021-12-31	$132,593	4,773	-67.8%	Shares	Sole	2022-01-14
2021-09-30	$427,046	14,828	-21.8%	Shares	Sole	2021-10-22
2021-06-30	$555,353	18,967	-0.0%	Shares	Sole	2021-07-26
2021-03-31	$571,466	18,973	—	Shares	Sole	2021-05-21
No filing history on record for this holder in this stock.