INDEPENDENT FINANCIAL GROUP, LLC
Position in USA — Liberty All Star Equity Fund
CIK 275484
SAN DIEGO, CA
Position in USA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,398,472
-$71,977 QoQ
Shares Held
412,818
-7.3% QoQ
Ownership
0.134%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#30
of 228 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USA 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. USA ranks #19 (1.6% 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 USA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,398,472 | 412,818 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,470,449 | 445,126 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,000,621 | 477,806 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $3,387,246 | 534,266 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $3,643,145 | 534,970 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $3,294,512 | 502,979 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $3,391,815 | 488,031 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $3,297,921 | 464,496 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $2,336,561 | 343,612 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $2,082,366 | 291,240 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $1,802,649 | 282,547 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $1,935,407 | 326,927 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $1,952,316 | 301,749 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $1,875,648 | 302,524 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $1,286,985 | 225,787 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $1,129,513 | 204,252 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $1,047,033 | 166,725 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $990,365 | 122,570 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $1,045,203 | 124,726 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $913,741 | 106,249 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $884,627 | 97,857 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $697,160 | 91,371 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $765,975 | 111,011 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $418,842 | 69,691 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $181,712 | 31,768 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $77,430 | 15,998 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||