Plan Group Financial, LLC
- SEC CIK
- 0001940033
- Latest filing
- Aug 3, 2026
FDUS holding history
Fidus Investment Corp in every 13F filed by Plan Group Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
FDUS overviewAll 13F holders of FDUSFull Q2 2026 holdings
- Shares (Q2 2026)
- 125,520
- Value
- $2.39M
- % of portfolio
- 0.5%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 125,520 | $2.39M | 0.5% | +26,718+27.0% | Added | Holders |
| Q1 2026 | 98,802 | $1.72M | 0.4% | +19,113+24.0% | Added | Holders |
| Q4 2025 | 79,689 | $1.54M | 0.4% | +10,976+16.0% | Added | Holders |
| Q3 2025 | 68,713 | $1.39M | 0.4% | +18,950+38.1% | Added | Holders |
| Q2 2025 | 49,763 | $1.01M | 0.3% | +13,924+38.9% | Added | Holders |
| Q1 2025 | 35,839 | $730.8K | 0.3% | +19,964+125.8% | Added | Holders |
| Q4 2024 | 15,875 | $333.7K | 0.2% | +15,875 | New | Holders |