MINDSET WEALTH MANAGEMENT, LLC
Position in MAIN — Main Street Capital CORP
CIK 2044232
INDIANAPOLIS, IN
Position in MAIN
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$732,805
+$1,375 QoQ
Shares Held
14,125
+2.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#161
of 400 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MAIN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MINDSET WEALTH MANAGEMENT, LLC holds $3,402,462 across 5 Asset Management names. MAIN ranks #2 (21.5% of the industry book) .
All Filings in MAIN
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $732,805 | 14,125 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $731,430 | 13,811 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $777,762 | 12,879 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $796,146 | 12,520 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $739,932 | 12,520 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $684,093 | 12,095 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $707,587 | 12,079 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $605,641 | 12,079 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||