Fidus Invt shares owned by Creative Planning
Quarter-by-quarter ownership of Fidus Invt (FDUS) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Fidus Invt
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Quarterly reported holdings in Fidus Invt by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $568k | 28k | 20.26 |
| 2017-06-30 | $7.0k | 400 | 17.50 |
| 2017-03-31 | $7.0k | 400 | 17.50 |
| 2016-12-31 | $6.0k | 400 | 15.00 |
| 2016-09-30 | $3.0k | 200 | 15.00 |
| 2016-06-30 | $3.0k | 200 | 15.00 |
| 2016-03-31 | $3.0k | 200 | 15.00 |
| 2014-09-30 | $77k | 4.7k | 16.45 |
| 2014-06-30 | $77k | 3.7k | 20.64 |
| 2014-03-31 | $72k | 3.7k | 19.30 |
| 2013-12-31 | $81k | 3.7k | 21.71 |
| 2013-06-30 | $13k | 700 | 18.57 |
| 2012-12-31 | $12k | 700 | 17.14 |