INDEPENDENT FINANCIAL GROUP, LLC
Position in ASG — Liberty All Star Growth Fund Inc.
CIK 275484
SAN DIEGO, CA
Position in ASG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$65,136
-$855 QoQ
Shares Held
11,908
-14.3% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 19 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ASG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $149,681,093 across 99 Asset Management names. ASG ranks #98 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
1,254,525 | $16,321,370 | |
| 2 | PDI |
PIMCO Dynamic Income Fund
|
717,418 | $11,980,880 | |
| 3 | ARCC |
Ares Capital Corp
|
460,273 | $8,528,858 | |
| 4 | FSK |
FS KKR Capital Corp
|
760,481 | $7,985,050 | |
| 5 | PSEC |
Prospect Capital Corp
|
2,485,356 | $5,741,172 | |
| 6 | FSCO |
FS Credit Opportunities Corp.
|
1,120,115 | $5,589,373 | |
| 7 | PFL |
Pimco Income Strategy Fund
|
524,739 | $4,134,943 | |
| 8 | DSL |
DoubleLine Income Solutions Fund
|
352,342 | $3,896,902 |
All Filings in ASG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,136 | 11,908 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $65,991 | 13,893 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $74,979 | 14,147 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $78,721 | 14,184 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $98,470 | 18,002 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $80,953 | 16,555 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $99,795 | 17,663 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $99,083 | 17,662 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $64,015 | 11,988 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $298,414 | 54,356 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $304,392 | 57,650 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $292,991 | 59,310 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $334,273 | 61,788 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $454,090 | 86,002 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $394,912 | 80,104 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $499,593 | 100,928 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $438,713 | 75,251 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $459,985 | 61,006 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $511,083 | 56,787 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $424,742 | 49,217 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $419,270 | 47,162 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $323,314 | 37,551 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $405,399 | 49,439 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $352,392 | 49,563 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $185,133 | 29,433 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $291,229 | 62,630 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||