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Fidus Invt shares owned by JFS Wealth Advisors

Quarter-by-quarter ownership of Fidus Invt (FDUS) shares owned by JFS Wealth Advisors from 13F filings

Historical chart of JFS Wealth Advisors investment in Fidus Invt

Tip: Access up to 7 years of quarterly data

All positions including Fidus Invt held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidus Invt by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.0k 54 19.07

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for JFS Wealth Advisors

Top funds holding Fidus Invt

Raymond James Financial
Van Eck Associates Corp.
Envestnet Asset Management
Cetera Investment Advisers
Columbus Macro
UBS Group
Baird Financial
Muzinich & Co
Morgan Stanley
Legal & General Group
Two Sigma Investments
Sumitomo Mitsui Trust Holdings
Novare Capital Management
PFG Advisors
Millennium Management

View all funds holding Fidus Invt