Position in OBDC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,840,801
-$407,752 QoQ
Shares Held
169,347
-16.7% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#131
of 425 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OBDC 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. OBDC ranks #24 (1.2% 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 OBDC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,840,801 | 169,347 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,248,553 | 203,305 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,440,245 | 196,319 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $2,420,387 | 189,537 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $2,747,085 | 191,568 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $3,442,857 | 234,847 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $2,284,148 | 151,068 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $1,973,287 | 135,435 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $1,836,180 | 119,543 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $1,795,476 | 116,741 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $4,494,449 | 304,502 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $4,270,370 | 308,330 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $6,259,544 | 466,434 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $5,168,649 | 409,885 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $3,824,817 | 331,153 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $2,878,390 | 277,569 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $3,434,435 | 278,543 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $3,576,981 | 242,015 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $2,706,570 | 191,142 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $2,548,504 | 180,489 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $2,706,590 | 189,670 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $1,239,231 | 89,995 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||