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HB Wealth Management, LLC → MAIN

HB Wealth Management, LLC MAIN Position History

Main Street Capital Corporation • Financial Services

Quarters held
4
Latest value
$931K
Q3 2026
Peak value
$931K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$752K
Q1 2026$710K
Q2 2026$753K
Q3 2026$931K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$931K16.9K——
Q2 2026$753K14.5K——
Q1 2026$710K13.4K——
Q4 2025$752K12.5K——

Other funds holding MAIN

Other HB Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$3.2B
VGES

VANGUARD INDEX FDS

$3.1B
VGES

VANGUARD INDEX FDS

$2.8B
VGES

VANGUARD INDEX FDS

$2.7B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B
HB Wealth Management, LLC MAIN Holdings: 13F Position History | Track13F