WealthPLAN Partners, LLC

Position in MAIN — Main Street Capital CORP

CIK 1639943 OMAHA, NE

Position in MAIN

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,054,564

-$132,428 QoQ

Shares Held

20,327

-9.3% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#131

of 401 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WealthPLAN Partners, LLC holds $2,027,951 across 4 Asset Management names. MAIN ranks #1 (52.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MAIN	Main Street Capital CORP This page	20,327	$1,054,564
2	BX	Blackstone Inc.	4,355	$512,452
3	MMD	NYLI MacKay DefinedTerm Muni Opportunities Fund	24,590	$381,145
4	FSCO	FS Credit Opportunities Corp.	15,990	$79,790

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,054,564	20,327	-9.3%	Shares	Sole	2026-07-28
2026-03-31	$1,186,992	22,413	-2.8%	Shares	Sole	2026-04-29
2025-12-31	$1,392,049	23,051	+3.3%	Shares	Sole	2026-02-12
2025-09-30	$1,418,565	22,308	+0.2%	Shares	Sole	2025-10-27
2025-06-30	$1,315,506	22,259	+1.5%	Shares	Sole	2025-07-28
2025-03-31	$1,240,587	21,934	-1.7%	Shares	Sole	2025-05-12
2024-12-31	$1,306,744	22,307	-4.0%	Shares	Sole	2025-01-30
2024-09-30	$1,165,654	23,248	+0.3%	Shares	Sole	2024-11-05
2024-06-30	$1,170,661	23,186	-2.3%	Shares	Sole	2024-08-09
2024-03-31	$1,123,234	23,742	+0.3%	Shares	Sole	2024-05-07
2023-12-31	$1,023,513	23,676	+0.3%	Shares	Sole	2024-01-05
2023-09-30	$959,193	23,608	+60.3%	Shares	Sole	2023-11-02
2023-06-30	$589,401	14,724	-38.3%	Shares	Sole	2023-07-31
2023-03-31	$942,028	23,873	-1.9%	Shares	Other	2023-05-10
2022-12-31	$898,956	24,329	—	Shares	Sole	2023-02-16
No filing history on record for this holder in this stock.