Kingstone Capital Partners Texas, LLC FDUS FIDUS INVT CORP

Ownership history in Kingstone Capital Partners Texas, LLC  ·  4 quarters on record

AI Ownership Summary

Kingstone Capital Partners Texas, LLC reported FIDUS INVT CORP (FDUS) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.17% in 2026 Q2. The latest visible filing shows FDUS at 0.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FDUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kingstone Capital Partners Texas, LLC's position in FIDUS INVT CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

FDUS was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Kingstone Capital Partners Texas, LLC held FDUS — position size vs. price
% of Fund (quarterly)    FDUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 16,741 +5,885 +54.2% 0.17% $319K 2026-08-11 $19.82
2026 Q1 ADDED 10,856 +457 +4.4% 0.12% $189K 2026-05-06 $17.96
2025 Q4 REDUCED 100.0% -7.1% 10,399 -27,399,360 -100.0% 0.12% $201K 2026-02-03 $17.90
2025 Q2 INITIATED 27,409,759 0.09% $549K 2025-07-11 $18.88

FAQ About Kingstone Capital Partners Texas, LLC and FDUS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kingstone Capital Partners Texas, LLC reported owning FDUS?

Kingstone Capital Partners Texas, LLC reported FDUS across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported FDUS position in Kingstone Capital Partners Texas, LLC's portfolio?

The largest reported portfolio weight for FDUS was 0.17% in 2026 Q2.

What is the latest reported FDUS position on this page?

The most recent filing on this page is 2026 Q2, when Kingstone Capital Partners Texas, LLC reported 16,741 shares, equal to 0.17% of portfolio, with an estimated market value of $319K.

What does the chart on this FDUS ownership page compare?

The chart compares Kingstone Capital Partners Texas, LLC's quarterly FDUS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Kingstone Capital Partners Texas, LLC time their FDUS position?

Based on 13F filing dates vs. subsequent FDUS price moves, Kingstone Capital Partners Texas, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on FDUS relative to SPY over the holding period was -15.0%.

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