MILESTONE ASSET MANAGEMENT, LLC
Position in MAIN — Main Street Capital CORP
CIK 1964722
PITTSBURGH, PA
Position in MAIN
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$279,062
-$816,415 QoQ
Shares Held
5,379
-74.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#17
of 42 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MAIN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MILESTONE ASSET MANAGEMENT, LLC holds $1,785,923 across 3 Asset Management names. MAIN ranks #3 (15.6% of the industry book) .
All Filings in MAIN
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,062 | 5,379 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,095,477 | 20,685 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $958,510 | 15,872 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,235,998 | 19,437 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $996,839 | 16,867 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $655,304 | 11,586 | Shares | Other | 2025-04-09 | |
| 2024-12-31 | $608,762 | 10,392 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $328,366 | 6,549 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $328,941 | 6,515 | Shares | Other | 2024-07-19 | |
| 2024-03-31 | $291,382 | 6,159 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||