Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

FDUS holding history

Fidus Investment Corp in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FDUS overview All 13F holders of FDUS Full Q2 2026 holdings

Shares (Q2 2026): 71,859
Value: $1.37M
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of FDUS by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	71,859	$1.37M	<0.1%	+40,780+131.2%	Added	Holders
Q1 2026	31,079	$541.4K	<0.1%	+2,363+8.2%	Added	Holders
Q4 2025	28,716	$554.2K	<0.1%	+672+2.4%	Added	Holders
Q3 2025	28,044	$568.2K	<0.1%	+28,044	New	Holders