MAIN MAIN STREET CAPITAL CORP

Ownership history in Wambolt & Associates, LLC  ·  27 quarters on record

AI Ownership Summary

Wambolt & Associates, LLC reported MAIN STREET CAPITAL CORP (MAIN) in 27 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 1.46% in 2025 Q1. The latest visible filing shows MAIN at 1.34% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MAIN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wambolt & Associates, LLC's position in MAIN STREET CAPITAL CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

MAIN was reported at 1.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.46% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Wambolt & Associates, LLC held MAIN — position size vs. price
% of Fund (quarterly)    MAIN price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 67,151 -7,524 -10.1% 1.34% $4.0M 2025-08-14 (Est.) $63.90
2025 Q1 REDUCED 74,675 -530 -0.7% 1.46% $4.3M 2025-05-12 $50.38
2024 Q4 REDUCED 75,205 -9,656 -11.4% 1.41% $4.4M 2025-02-12 $55.41
2024 Q3 ADDED 84,861 +3,058 +3.7% 1.16% $4.2M 2024-11-12 $47.07
2024 Q2 ADDED 81,803 +2,411 +3.0% 1.20% $4.1M 2024-08-08 $43.05
2024 Q1 ADDED 79,392 +11,889 +17.6% 1.11% $3.7M 2024-04-30 $42.66
2023 Q4 ADDED 67,503 +11,211 +19.9% 0.95% $2.9M 2024-02-07 $38.08
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Wambolt & Associates, LLC and MAIN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wambolt & Associates, LLC reported owning MAIN?

Wambolt & Associates, LLC reported MAIN across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported MAIN position in Wambolt & Associates, LLC's portfolio?

The largest reported portfolio weight for MAIN was 1.46% in 2025 Q1.

What is the latest reported MAIN position on this page?

The most recent filing on this page is 2025 Q2, when Wambolt & Associates, LLC reported 67,151 shares, equal to 1.34% of portfolio, with an estimated market value of $4.0M.

What does the chart on this MAIN ownership page compare?

The chart compares Wambolt & Associates, LLC's quarterly MAIN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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