INDEPENDENT FINANCIAL GROUP, LLC
Position in HQH — abrdn Healthcare Investors
CIK 275484
SAN DIEGO, CA
Position in HQH
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$243,010
+$10,691 QoQ
Shares Held
11,056
-15.3% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#14
of 29 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HQH 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. HQH ranks #79 (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 HQH
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,010 | 11,056 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $232,319 | 13,059 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $232,109 | 12,255 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $226,227 | 12,255 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $185,663 | 11,986 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $211,526 | 13,025 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $203,209 | 12,661 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $320,077 | 17,190 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $366,398 | 20,985 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $349,120 | 20,707 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $326,014 | 19,675 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $255,470 | 16,429 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $273,175 | 16,022 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $312,281 | 17,693 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $293,292 | 16,294 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $268,030 | 15,511 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $241,530 | 12,923 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $262,158 | 12,622 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $293,032 | 12,333 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $296,918 | 11,612 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $293,116 | 11,392 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $251,496 | 10,303 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $207,630 | 8,713 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||