Vertex Planning Partners, LLC
Position in MAIN — Main Street Capital CORP
CIK 1942341
DOWNERS GROVE, IL
Position in MAIN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$445,286
-$9,269 QoQ
Shares Held
8,583
0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#196
of 401 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MAIN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Vertex Planning Partners, LLC holds $795,471 across 2 Asset Management names. MAIN ranks #1 (56.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAIN |
Main Street Capital CORP
This page
|
8,583 | $445,286 | |
| 2 | BX |
Blackstone Inc.
|
2,976 | $350,185 |
All Filings in MAIN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $445,286 | 8,583 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $454,555 | 8,583 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $518,327 | 8,583 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $545,792 | 8,583 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $507,255 | 8,583 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $485,454 | 8,583 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $502,792 | 8,583 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $260,728 | 5,200 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||