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MGB Wealth Management, LLC

SEC CIK
0002015822
Latest filing
Feb 17, 2026

FDUS holding history

Fidus Investment Corp in every 13F filed by MGB Wealth Management, 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 Q4 2025 holdings

Shares (Q4 2025)
61,793
Value
$1.19M
% of portfolio
0.3%
Quarters held
9
Since Q4 2023
Holdings of FDUS by MGB Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202561,793$1.19M0.3%−20,327−24.8%ReducedHolders
Q3 202582,120$1.66M0.5%−7,655−8.5%ReducedHolders
Q2 202589,775$1.81M0.6%+1,821+2.1%AddedHolders
Q1 202587,954$1.80M0.6%00.0%UnchangedHolders
Q4 202487,954$1.85M0.6%00.0%UnchangedHolders
Q3 202487,954$1.72M0.6%−100−0.1%ReducedHolders
Q2 202488,054$1.74M0.6%+598+0.7%AddedHolders
Q1 202487,456$1.72M0.7%00.0%UnchangedHolders
Q4 202387,456$1.72M0.9%–No prior filingHolders