Position in FDUS
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$217,662
-$23,491 QoQ
Shares Held
12,495
0.0% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FDUS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Annex Advisory Services, LLC holds $49,342,277 across 3 Asset Management names.
All Filings in FDUS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $217,662 | 12,495 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $241,153 | 12,495 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||