Cornerstone Wealth Management, LLC

Position in FDUS — FIDUS INVESTMENT Corp

CIK 1674117 ST. PETERS, MO

Position in FDUS

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$569,468

+$84,740 QoQ

Shares Held

29,862

+7.3% QoQ

Ownership

0.079%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#55

of 134 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cornerstone Wealth Management, LLC holds $29,694,746 across 36 Asset Management names. FDUS ranks #13 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	75,133	$8,840,900
2	NBXG	Neuberger Next Generation Connectivity Fund Inc.	141,404	$2,338,822
3	KF	Korea Fund Inc	29,628	$2,228,321
4	CEF	Sprott Physical Gold & Silver Trust	41,903	$1,685,757
5	NML	Neuberger Energy Infrastructure & Income Fund Inc.	116,577	$1,182,090
6	CSWC	Capital Southwest Corp	40,813	$970,125
7	PFG	Principal Financial Group Inc	8,406	$905,998
8	PTY	Pimco Corporate & Income Opportunity Fund	68,068	$818,858

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$569,468	29,862	+7.3%	Shares	Sole	2026-07-22
2026-03-31	$484,728	27,826	-7.6%	Shares	Sole	2026-04-24
2025-12-31	$581,412	30,125	+8.4%	Shares	Sole	2026-02-05
2025-09-30	$563,065	27,792	+2.3%	Shares	Sole	2025-11-04
2025-06-30	$548,894	27,173	+7.8%	Shares	Sole	2025-08-12
2025-03-31	$513,991	25,208	+17.7%	Shares	Sole	2025-04-18
2024-12-31	$450,374	21,426	+10.2%	Shares	Sole	2025-01-21
2024-09-30	$380,965	19,437	+10.4%	Shares	Sole	2024-10-16
2024-06-30	$342,828	17,599	+10.4%	Shares	Sole	2024-07-16
2024-03-31	$314,596	15,937	+41.6%	Shares	Sole	2024-04-19
2023-12-31	$221,532	11,251	—	Shares	Sole	2024-01-10
No filing history on record for this holder in this stock.