Revisor Wealth Management LLC
Position in DFP — Flaherty & Crumrine Dynamic Preferred & Income Fund Inc
CIK 1887409
AKRON, OH
Position in DFP
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,224,691
-$65,869 QoQ
Shares Held
61,021
-1.7% QoQ
Ownership
0.297%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in DFP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Revisor Wealth Management LLC holds $2,842,570 across 5 Asset Management names. DFP ranks #1 (43.1% of the industry book) .
All Filings in DFP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,224,691 | 61,021 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,290,560 | 62,076 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,376,693 | 63,618 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,357,628 | 66,129 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,349,724 | 66,686 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $485,319 | 24,339 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $1,015,703 | 47,242 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,121,068 | 58,389 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,600,982 | 83,515 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $818,718 | 46,125 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $935,698 | 55,796 | Shares | Sole | 2023-11-16 | |
| No filing history on record for this holder in this stock. | ||||||