INDEPENDENT FINANCIAL GROUP, LLC

Position in DBL — DoubleLine Opportunistic Credit Fund

CIK 275484 SAN DIEGO, CA

Position in DBL

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,002,415

-$83,925 QoQ

Shares Held

139,250

-2.6% QoQ

Ownership

0.704%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#18

of 78 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $149,681,093 across 99 Asset Management names. DBL ranks #22 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,002,415	139,250	-2.6%	Shares	Sole	2026-07-15
2026-03-31	$2,086,340	142,900	-3.3%	Shares	Sole	2026-05-15
2025-12-31	$2,253,950	147,800	-1.1%	Shares	Sole	2026-05-15
2025-09-30	$2,328,976	149,485	-4.5%	Shares	Sole	2026-05-15
2025-06-30	$2,408,431	156,595	+10.1%	Shares	Sole	2026-05-15
2025-03-31	$2,222,195	142,175	+9.7%	Shares	Sole	2026-05-19
2024-12-31	$2,009,575	129,650	+9.8%	Shares	Sole	2026-06-12
2024-09-30	$1,868,342	118,100	+25.1%	Shares	Sole	2026-06-12
2024-06-30	$1,450,368	94,425	+36.4%	Shares	Sole	2026-06-12
2024-03-31	$1,067,449	69,225	+102.0%	Shares	Sole	2026-06-12
2023-12-31	$526,121	34,275	—	Shares	Sole	2026-06-12
No filing history on record for this holder in this stock.