FDUS — FIDUS INVT CORP

Ownership history in Plan Group Financial, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Plan Group Financial, 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
0.4% (2025 Q4)
Avg. % of fund
0.31%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 79,689 +10,976 +16.0% 0.40% $1.5M $19.30
2025 Q3 ADDED 68,713 +18,950 +38.1% 0.37% $1.4M $19.74
2025 Q2 ADDED 49,763 +13,924 +38.9% 0.33% $1.0M $19.15
2025 Q1 ADDED 35,839 +19,964 +125.8% 0.26% $731K $18.82
1 older quarter 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% MGB Wealth Management, LLC 0.34% Legacy Capital Wealth Partners, LLC 3Y 0.3% NOVARE CAPITAL MANAGEMENT LLC 3Y 7Y 0.3% WT Wealth Management 3Y 0.28%
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