INDEPENDENT FINANCIAL GROUP, LLC
Position in MSD — Morgan Stanley Emerging Markets Debt Fund Inc
CIK 275484
SAN DIEGO, CA
Position in MSD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$257,346
+$91,506 QoQ
Shares Held
35,253
+49.2% QoQ
Ownership
0.174%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#33
of 65 holders
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSD 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. MSD ranks #77 (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 MSD
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,346 | 35,253 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $165,840 | 23,624 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $91,658 | 12,403 | Shares | Sole | 2026-05-15 | |
| 2024-06-30 | $118,731 | 16,176 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $114,863 | 15,887 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $108,503 | 15,612 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $99,290 | 15,299 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $100,573 | 15,617 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $99,111 | 15,390 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $99,571 | 15,225 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $92,695 | 15,048 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $98,376 | 14,883 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $119,010 | 15,297 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $91,631 | 10,170 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||