INDEPENDENT FINANCIAL GROUP, LLC
Position in GBDC — GOLUB CAPITAL BDC, Inc.
CIK 275484
SAN DIEGO, CA
Position in GBDC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,088,978
-$216,546 QoQ
Shares Held
84,548
-18.0% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#115
of 317 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GBDC 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. GBDC ranks #34 (0.7% 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 GBDC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,088,978 | 84,548 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,305,524 | 103,122 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,560,210 | 114,975 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $1,757,303 | 128,364 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $1,871,962 | 127,779 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $1,639,132 | 108,265 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $1,651,469 | 108,936 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $1,636,881 | 108,331 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $1,653,493 | 105,251 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $1,643,077 | 98,802 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $1,458,207 | 96,570 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $689,225 | 46,982 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $420,970 | 31,183 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $422,122 | 31,130 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $299,074 | 22,726 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $281,575 | 22,726 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $251,307 | 19,391 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $249,246 | 16,387 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $272,963 | 17,679 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $234,225 | 14,815 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $228,447 | 14,815 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $183,919 | 12,580 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $168,167 | 11,893 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||