INDEPENDENT FINANCIAL GROUP, LLC
Position in GAB — Gabelli Equity Trust Inc
CIK 275484
SAN DIEGO, CA
Position in GAB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,757,481
+$477,729 QoQ
Shares Held
663,866
+13.4% QoQ
Ownership
0.213%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#4
of 75 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GAB 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. GAB ranks #9 (2.5% 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 GAB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,757,481 | 663,866 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,279,752 | 585,670 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,341,067 | 541,503 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $3,203,874 | 526,088 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $2,885,509 | 495,790 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $2,456,673 | 445,861 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $2,169,927 | 407,368 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $1,691,596 | 311,207 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $1,413,376 | 274,522 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $1,249,618 | 228,646 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $1,259,743 | 250,461 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $1,581,022 | 311,274 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $1,679,716 | 292,501 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $1,505,064 | 264,827 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $1,110,483 | 204,671 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $929,748 | 170,737 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $781,131 | 129,335 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $481,526 | 70,179 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $521,302 | 73,229 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $438,975 | 66,671 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $415,299 | 60,790 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $368,642 | 55,849 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $658,507 | 108,516 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $360,403 | 73,159 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $183,531 | 37,700 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $125,039 | 29,700 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||