INDEPENDENT FINANCIAL GROUP, LLC
Position in DSL — DoubleLine Income Solutions Fund
CIK 275484
SAN DIEGO, CA
Position in DSL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,972,454
-$236,147 QoQ
Shares Held
366,801
-1.8% QoQ
Ownership
0.320%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
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 DSL 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. DSL ranks #8 (2.6% 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
This page
|
366,801 | $3,972,454 |
All Filings in DSL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,972,454 | 366,801 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,208,601 | 373,434 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $4,579,199 | 372,899 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $4,516,351 | 368,983 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $4,349,882 | 344,955 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $3,972,283 | 316,013 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $3,495,514 | 269,300 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $3,275,357 | 261,610 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $3,301,733 | 259,979 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $3,007,221 | 245,688 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $2,758,770 | 235,390 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $2,988,433 | 250,918 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $2,911,129 | 256,036 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $3,539,684 | 319,178 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $2,765,923 | 256,104 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $2,247,494 | 185,284 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $1,538,060 | 105,927 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $1,221,767 | 75,792 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $457,977 | 25,787 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $471,732 | 26,077 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $438,491 | 24,146 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $410,786 | 24,776 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $391,304 | 24,426 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $344,380 | 22,406 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $301,564 | 22,606 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||