FDUS — FIDUS INVT CORP COM

Ownership history in ADVISORY RESEARCH INC  ·  41 quarters on record

This page tracks every 13F SEC filing in which ADVISORY RESEARCH INC reported a position in FIDUS INVT CORP COM (FDUS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.13% (2023 Q1)
Avg. % of fund
0.05%
First filed
2013 Q4
Last filed
2025 Q3
Quarters held
41
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 10,403 -171 -1.6% 0.03% $211K $19.74
2025 Q2 ADDED 10,574 +612 +6.1% 0.03% $214K $19.15
2025 Q1 REDUCED 9,962 -267 -2.6% 0.04% $203K $18.82
2024 Q4 REDUCED 10,229 -476 -4.4% 0.04% $215K $18.91
37 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FDUS price (monthly, adj. close)

Other funds also holding FDUS

As of 2025 Q4 — sorted by position size

Muzinich & Co., Inc. 3Y 7Y 2.11% Columbus Macro, LLC 3Y 7Y 1.03% Palogic Value Management, L.P. 3Y 0.6% Davis Investment Partners, LLC 3Y 0.52% MQS Management LLC 3Y 0.5% CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 3Y 0.4% Plan Group Financial, LLC 3Y 0.4% MGB Wealth Management, LLC 0.34% Legacy Capital Wealth Partners, LLC 3Y 0.3% NOVARE CAPITAL MANAGEMENT LLC 3Y 7Y 0.3%
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