Private Wealth Asset Management »

Fidus Invt shares owned by Private Wealth Asset Management

Quarter-by-quarter ownership of Fidus Invt (FDUS) shares owned by Private Wealth Asset Management from 13F filings

Historical chart of Private Wealth Asset Management investment in Fidus Invt

Tip: Access up to 7 years of quarterly data

All positions including Fidus Invt held by Private Wealth Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidus Invt by Private Wealth Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $203 10 20.30

More positions owned by Private Wealth Asset Management

Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares Trust Core Msci Eafe Etf Core Msci Eafe (IEFA)
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Ishares Core S&p Small-cap E Core S&p Scp Etf (IJR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Com Usd0.0033 Class B Cl B New (BRK.B)
Vanguard Sht-term Inflation-protected Sec Idx Strm Infproidx (VTIP)
Vanguard Real Estate Etf Real Estate Etf (VNQ)
Berkshire Hathaway Cl A (BRK.A)
Ishares Tr Rus Mid Cap Etf Rus Mid Cap Etf (IWR)
Ishares Core S&p Total Us Stock Market Etf Core S&p Ttl Stk (ITOT)
First Tr Exchange-traded Fd Vi Smid Risng Etf Smid Risng Etf (SDVY)
Ea Series Trust Cambria Endowm Cambria Endowm (ENDW)

View all positions for Private Wealth Asset Management

Top funds holding Fidus Invt

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

View all funds holding Fidus Invt