INDEPENDENT FINANCIAL GROUP, LLC
Position in CGBD — Carlyle Secured Lending, Inc.
CIK 275484
SAN DIEGO, CA
Position in CGBD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$295,598
+$45,269 QoQ
Shares Held
28,072
+22.7% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#79
of 142 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGBD 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. CGBD ranks #73 (0.2% 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 CGBD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,598 | 28,072 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $250,329 | 22,882 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $306,741 | 24,559 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $306,987 | 24,559 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $330,153 | 24,134 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $333,550 | 20,615 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $369,626 | 20,615 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $349,836 | 20,615 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $365,710 | 20,615 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $267,757 | 16,447 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $246,047 | 16,447 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $238,481 | 16,447 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $313,171 | 21,509 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $292,952 | 21,509 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $289,276 | 20,215 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $185,499 | 16,215 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $205,930 | 16,215 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $239,305 | 16,630 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $228,329 | 16,630 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $223,008 | 16,630 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $219,682 | 16,630 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $226,960 | 17,194 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $178,924 | 17,439 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $155,381 | 17,439 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $126,227 | 14,729 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $76,885 | 14,729 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||