Position in MAIN
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$344,379
+$34 QoQ
Shares Held
6,638
+2.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#216
of 401 holders
Holding Since
Mar 2025
6 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, 2026FSM Wealth Advisors, LLC holds $1,113,333 across 4 Asset Management names. MAIN ranks #1 (30.9% of the industry book) .
All Filings in MAIN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,379 | 6,638 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $344,345 | 6,502 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $393,561 | 6,517 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $407,293 | 6,405 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $372,566 | 6,304 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $351,690 | 6,218 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||