INDEPENDENT FINANCIAL GROUP, LLC
Position in GSBD — Goldman Sachs BDC, Inc.
CIK 275484
SAN DIEGO, CA
Position in GSBD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$294,524
-$204,185 QoQ
Shares Held
31,068
-44.7% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#101
of 206 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GSBD 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. GSBD ranks #74 (0.2% 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 GSBD
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,524 | 31,068 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $498,709 | 56,161 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $646,760 | 69,694 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $872,250 | 85,767 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $994,117 | 88,366 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $1,057,632 | 90,940 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $1,101,584 | 91,040 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $1,116,458 | 81,138 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $860,813 | 57,273 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $609,760 | 40,705 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $565,446 | 38,597 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $532,968 | 36,605 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $336,118 | 24,251 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $307,438 | 22,523 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $269,351 | 19,632 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $264,897 | 18,332 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $217,240 | 12,931 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $225,887 | 11,519 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $220,704 | 11,519 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||