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Concurrent Investment Advisors, LLC → DFP
Concurrent Investment Advisors, LLC DFP Position History
Flaherty & Crumrine Dynamic Preferred and Income Fund Inc. • Financial Services
Quarters held
5
Latest value
$590K
Q3 2026
Peak value
$655K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $655K |
| Q4 2025 | $628K |
| Q1 2026 | $607K |
| Q2 2026 | $634K |
| Q3 2026 | $590K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $590K | 31.3K | — | — |
| Q2 2026 | $634K | 30.6K | — | — |
| Q1 2026 | $607K | 30.3K | — | — |
| Q4 2025 | $628K | 30.2K | — | — |
| Q3 2025 | $655K | 30.2K | — | — |