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Whipplewood Advisors, LLC → DFP
Whipplewood Advisors, LLC DFP Position History
Flaherty & Crumrine Dynamic Preferred and Income Fund Inc. • Financial Services
Quarters held
5
Latest value
$951K
Q3 2026
Peak value
$2.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.1M |
| Q4 2025 | $2M |
| Q1 2026 | $1.9M |
| Q2 2026 | $1.9M |
| Q3 2026 | $951K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $951K | 50.4K | — | — |
| Q2 2026 | $1.9M | 93.3K | — | — |
| Q1 2026 | $1.9M | 94.8K | — | — |
| Q4 2025 | $2M | 94.8K | — | — |
| Q3 2025 | $2.1M | 96.1K | — | — |