Revisor Wealth Management LLC

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

CIK 1887409 AKRON, OH

Position in DFP

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,086,952

-$137,739 QoQ

Shares Held

52,586

-13.8% QoQ

Ownership

0.256%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#18

of 85 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Revisor Wealth Management LLC holds $3,107,006 across 6 Asset Management names. DFP ranks #1 (35.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DFP	Flaherty & Crumrine Dynamic Preferred & Income Fund Inc This page	52,586	$1,086,952
2	BLK	BlackRock, Inc.	898	$863,480
3	BEN	Franklin Resources Inc	11,104	$369,430
4	TROW	Price T Rowe Group Inc	2,860	$325,153
5	AMP	Ameriprise Financial Inc	548	$251,400
6	SEIC	Sei Investments Co	2,401	$210,591

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,086,952	52,586	-13.8%	Shares	Sole	2026-07-22
2026-03-31	$1,224,691	61,021	-1.7%	Shares	Sole	2026-04-27
2025-12-31	$1,290,560	62,076	-2.4%	Shares	Sole	2026-01-27
2025-09-30	$1,376,693	63,618	-3.8%	Shares	Sole	2025-10-15
2025-06-30	$1,357,628	66,129	-0.8%	Shares	Sole	2025-07-15
2025-03-31	$1,349,724	66,686	+174.0%	Shares	Sole	2025-04-28
2024-12-31	$485,319	24,339	-48.5%	Shares	Sole	2025-02-20
2024-09-30	$1,015,703	47,242	-19.1%	Shares	Sole	2024-11-12
2024-06-30	$1,121,068	58,389	-30.1%	Shares	Sole	2024-08-12
2024-03-31	$1,600,982	83,515	+81.1%	Shares	Sole	2024-04-23
2023-12-31	$818,718	46,125	-17.3%	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.