INDEPENDENT FINANCIAL GROUP, LLC
Position in ERC — Allspring Multi-Sector Income Fund
CIK 275484
SAN DIEGO, CA
Position in ERC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$709,170
+$7,291 QoQ
Shares Held
77,000
-1.2% QoQ
Ownership
0.274%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#18
of 70 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ERC 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. ERC ranks #44 (0.5% 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 ERC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $709,170 | 77,000 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $701,879 | 77,900 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $617,427 | 66,390 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $636,016 | 66,390 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $495,321 | 52,415 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $484,188 | 52,515 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $465,381 | 50,640 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $485,131 | 50,640 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $422,419 | 47,040 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $393,726 | 42,200 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $396,102 | 41,960 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $378,651 | 41,610 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $359,843 | 38,860 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $355,569 | 38,860 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $390,138 | 39,810 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $347,472 | 40,310 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $363,755 | 38,010 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $392,561 | 37,710 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $440,358 | 33,310 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $444,595 | 32,860 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $350,225 | 27,340 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $365,312 | 29,225 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $359,271 | 29,594 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $332,099 | 30,893 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $354,345 | 32,184 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $305,569 | 31,731 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||