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INDEPENDENT FINANCIAL GROUP, LLC → DSL
INDEPENDENT FINANCIAL GROUP, LLC DSL Position History
DoubleLine Income Solutions Fund • Financial Services
Quarters held
28
Latest value
$3.1M
Q3 2026
Peak value
$4.6M
First seen
Q1 2020
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2020 | $302K |
| Q2 2020 | $344K |
| Q3 2020 | $391K |
| Q4 2020 | $411K |
| Q1 2021 | $438K |
| Q2 2021 | $472K |
| Q3 2021 | $458K |
| Q4 2021 | $1.2M |
| Q1 2022 | $1.5M |
| Q2 2022 | $2.2M |
| Q3 2022 | $2.8M |
| Q4 2022 | $3.5M |
| Q1 2023 | $2.9M |
| Q2 2023 | $3M |
| Q3 2023 | $2.8M |
| Q4 2023 | $3M |
| Q1 2024 | $3.3M |
| Q2 2024 | $3.3M |
| Q3 2024 | $3.5M |
| Q4 2024 | $4M |
| Q1 2025 | $4.3M |
| Q2 2025 | $4.5M |
| Q3 2025 | $4.6M |
| Q4 2025 | $4.2M |
| Q1 2026 | $3.5M |
| Q1 2026 | $4M |
| Q2 2026 | $3.9M |
| Q3 2026 | $3.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.1M | 312.9K | — | — |
| Q2 2026 | $3.9M | 352.3K | — | — |
| Q1 2026 | $4M | 366.8K | — | — |
| Q1 2026 | $3.5M | 324.0K | — | — |
| Q4 2025 | $4.2M | 373.4K | — | — |
| Q3 2025 | $4.6M | 372.9K | — | — |
| Q2 2025 | $4.5M | 369.0K | — | — |
| Q1 2025 | $4.3M | 345.0K | — | — |
| Q4 2024 | $4M | 316.0K | — | — |
| Q3 2024 | $3.5M | 269.3K | — | — |
| Q2 2024 | $3.3M | 261.6K | — | — |
| Q1 2024 | $3.3M | 260.0K | — | — |
| Q4 2023 | $3M | 245.7K | — | — |
| Q3 2023 | $2.8M | 235.4K | — | — |
| Q2 2023 | $3M | 250.9K | — | — |
| Q1 2023 | $2.9M | 256.0K | — | — |
| Q4 2022 | $3.5M | 319.2K | — | — |
| Q3 2022 | $2.8M | 256.1K | — | — |
| Q2 2022 | $2.2M | 185.3K | — | — |
| Q1 2022 | $1.5M | 105.9K | — | — |
| Q4 2021 | $1.2M | 75.8K | — | — |
| Q3 2021 | $458K | 25.8K | — | — |
| Q2 2021 | $472K | 26.1K | — | — |
| Q1 2021 | $438K | 24.1K | — | — |
| Q4 2020 | $411K | 24.8K | — | — |
| Q3 2020 | $391K | 24.4K | — | — |
| Q2 2020 | $344K | 22.4K | — | — |
| Q1 2020 | $302K | 22.6K | — | — |
Other funds holding DSL
$38.5M
$38.2M
$38.2M
$37.8M
$37.8M