FDUS — FIDUS INVT CORP

Ownership history in Bison Wealth, LLC  ·  39 quarters on record

This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in FIDUS INVT CORP (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
0.39% (2016 Q3)
Avg. % of fund
0.14%
First filed
2015 Q1
Last filed
2024 Q3
Quarters held
39
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 11,525 -920 -7.4% 0.04% $226K $16.63
2024 Q2 UNCHANGED 12,445 — 0% 0.04% $246K $16.06
2024 Q1 UNCHANGED 12,445 — 0% 0.04% $246K $15.80
2023 Q4 UNCHANGED 12,445 — 0% 0.04% $245K $15.23
2023 Q3 UNCHANGED 12,445 — 0% 0.05% $239K $14.26
2023 Q2 UNCHANGED 12,445 — 0% 0.05% $244K $14.02
2023 Q1 UNCHANGED 12,445 — 0% 0.07% $232K $13.17
2022 Q4 UNCHANGED 12,445 — 0% 0.08% $251K $12.69
2022 Q3 UNCHANGED 12,445 — 0% 0.08% $213K $11.11
2022 Q2 UNCHANGED 12,445 — 0% 0.12% $217K $11.04
29 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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