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BWM Planning, LLC

SEC CIK
0002039698
Latest filing
Jul 23, 2026

MAIN holding history

Main Street Capital CORP in every 13F filed by BWM Planning, 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 Q2 2026 holdings

Shares (Q2 2026)
6,078
Value
$315.3K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of MAIN by BWM Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,078$315.3K0.1%00.0%UnchangedHolders
Q1 20266,078$321.9K0.1%+6,078NewHolders