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 $19.18
2025 Q2 ADDED 10,574 +612 +6.1% 0.03% $214K $18.60
2025 Q1 REDUCED 9,962 -267 -2.6% 0.04% $203K $18.28
2024 Q4 REDUCED 10,229 -476 -4.4% 0.04% $215K $18.36
2024 Q3 ADDED 10,705 +384 +3.7% 0.04% $210K $16.63
2024 Q2 REDUCED 10,321 -166 -1.6% 0.04% $201K $16.06
2024 Q1 REDUCED 10,487 -37,515 -78.2% 0.04% $207K $15.80
2023 Q3 ADDED 48,002 +1,730 +3.7% 0.13% $922K $14.26
2023 Q2 ADDED 46,272 +3,718 +8.7% 0.12% $907K $14.02
2023 Q1 REDUCED 42,554 -1,309 -3.0% 0.13% $812K $13.17
31 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FDUS price (monthly, adj. close)
← Back to ADVISORY RESEARCH INC Holdings