Back to CGBD
INDEPENDENT FINANCIAL GROUP, LLC → CGBD
INDEPENDENT FINANCIAL GROUP, LLC CGBD Position History
Carlyle Secured Lending, Inc.
Quarters held
30
Latest value
$296K
Q3 2026
Peak value
$1.6M
First seen
Q1 2020
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2020 | $77K |
| Q2 2020 | $126K |
| Q3 2020 | $155K |
| Q4 2020 | $179K |
| Q1 2021 | $227K |
| Q2 2021 | $220K |
| Q3 2021 | $223K |
| Q4 2021 | $228K |
| Q1 2022 | $239K |
| Q2 2022 | $206K |
| Q3 2022 | $186K |
| Q4 2022 | $289K |
| Q1 2023 | $293K |
| Q2 2023 | $313K |
| Q3 2023 | $238K |
| Q4 2023 | $246K |
| Q1 2024 | $268K |
| Q2 2024 | $366K |
| Q3 2024 | $350K |
| Q4 2024 | $370K |
| Q1 2025 | $334K |
| Q2 2025 | $330K |
| Q3 2025 | $307K |
| Q3 2025 | $1.6M |
| Q4 2025 | $307K |
| Q4 2025 | $1.1M |
| Q1 2026 | $250K |
| Q1 2026 | $250K |
| Q2 2026 | $296K |
| Q3 2026 | $296K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $296K | 27.7K | — | — |
| Q2 2026 | $296K | 28.1K | — | — |
| Q1 2026 | $250K | 22.9K | — | — |
| Q1 2026 | $250K | 22.9K | — | — |
| Q4 2025 | $1.1M | 41.0K | — | — |
| Q4 2025 | $307K | 24.6K | — | — |
| Q3 2025 | $1.6M | 50.7K | — | — |
| Q3 2025 | $307K | 24.6K | — | — |
| Q2 2025 | $330K | 24.1K | — | — |
| Q1 2025 | $334K | 20.6K | — | — |
| Q4 2024 | $370K | 20.6K | — | — |
| Q3 2024 | $350K | 20.6K | — | — |
| Q2 2024 | $366K | 20.6K | — | — |
| Q1 2024 | $268K | 16.4K | — | — |
| Q4 2023 | $246K | 16.4K | — | — |
| Q3 2023 | $238K | 16.4K | — | — |
| Q2 2023 | $313K | 21.5K | — | — |
| Q1 2023 | $293K | 21.5K | — | — |
| Q4 2022 | $289K | 20.2K | — | — |
| Q3 2022 | $186K | 16.2K | — | — |
| Q2 2022 | $206K | 16.2K | — | — |
| Q1 2022 | $239K | 16.6K | — | — |
| Q4 2021 | $228K | 16.6K | — | — |
| Q3 2021 | $223K | 16.6K | — | — |
| Q2 2021 | $220K | 16.6K | — | — |
| Q1 2021 | $227K | 17.2K | — | — |
| Q4 2020 | $179K | 17.4K | — | — |
| Q3 2020 | $155K | 17.4K | — | — |
| Q2 2020 | $126K | 14.7K | — | — |
| Q1 2020 | $77K | 14.7K | — | — |