INDEPENDENT FINANCIAL GROUP, LLC
Position in CGBD — Carlyle Secured Lending, Inc.
CIK 275484
SAN DIEGO, CA
Position in CGBD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$250,329
-$56,412 QoQ
Shares Held
22,882
-6.8% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#91
of 154 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CGBD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $154,834,786 across 101 Asset Management names. CGBD ranks #76 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
1,156,813 | $19,214,663 | |
| 2 | FSK |
FS KKR Capital Corp
|
1,396,710 | $14,218,507 | |
| 3 | PDI |
PIMCO Dynamic Income Fund
|
731,544 | $12,516,717 | |
| 4 | PSEC |
Prospect Capital Corp
|
3,460,351 | $9,031,516 | |
| 5 | ARCC |
Ares Capital Corp
|
273,308 | $4,925,010 | |
| 6 | PFL |
Pimco Income Strategy Fund
|
550,155 | $4,401,240 | |
| 7 | FSCO |
FS Credit Opportunities Corp.
|
815,511 | $4,159,106 | |
| 8 | DSL |
DoubleLine Income Solutions Fund
|
366,801 | $3,972,454 |
All Filings in CGBD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||