Position in MAIN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$25,940
-$540 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#339
of 401 holders
Holding Since
Dec 2024
7 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, 2026Asset Planning,Inc holds $279,303 across 4 Asset Management names. MAIN ranks #2 (9.3% of the industry book) .
All Filings in MAIN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,940 | 500 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $26,480 | 500 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $30,195 | 500 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $31,795 | 500 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $29,550 | 500 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $28,280 | 500 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $29,290 | 500 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||