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MGB Wealth Management, LLC

SEC CIK
0002015822
Latest filing
Feb 17, 2026

MAIN holding history

Main Street Capital CORP in every 13F filed by MGB Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MAIN overviewAll 13F holders of MAINFull Q4 2025 holdings

Shares (Q4 2025)
55,198
Value
$3.33M
% of portfolio
1.0%
Quarters held
9
Since Q4 2023
Holdings of MAIN by MGB Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202555,198$3.33M1.0%+1,970+3.7%AddedHolders
Q3 202553,228$3.38M1.0%+3,185+6.4%AddedHolders
Q2 202550,043$2.96M1.0%−45,523−47.6%ReducedHolders
Q1 202595,566$5.50M2.0%+48,207+101.8%AddedHolders
Q4 202447,359$2.77M0.9%+4,500+10.5%AddedHolders
Q3 202442,859$2.15M0.8%+1,150+2.8%AddedHolders
Q2 202441,709$2.15M0.8%+150+0.4%AddedHolders
Q1 202441,559$1.97M0.8%+740+1.8%AddedHolders
Q4 202340,819$1.76M0.9%–No prior filingHolders