Position in CSWC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,405,163
+$997,802 QoQ
Shares Held
59,115
+221.0% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#59
of 190 holders
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSWC 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. CSWC ranks #29 (0.9% 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 CSWC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,405,163 | 59,115 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $407,361 | 18,416 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $231,089 | 10,485 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $328,885 | 14,735 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $300,788 | 13,785 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $332,184 | 13,135 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $303,557 | 11,635 | Shares | Sole | 2026-06-12 | |
| No filing history on record for this holder in this stock. | ||||||