Peterson Wealth Services

Position in FDUS — FIDUS INVESTMENT Corp

CIK 1906799 SOUTH OGDEN, UT

Position in FDUS

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,326

+$201 QoQ

Shares Held

122

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#123

of 134 holders

Holding Since

Dec 2021

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Peterson Wealth Services holds $9,633,426 across 5 Asset Management names. FDUS ranks #5 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RJF	Raymond James Financial Inc	62,013	$9,427,836
2	SEIC	Sei Investments Co	2,217	$194,453
3	AMP	Ameriprise Financial Inc	11	$5,046
4	BX	Blackstone Inc.	32	$3,765
5	FDUS	FIDUS INVESTMENT Corp This page	122	$2,326

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,326	122	0.0%	Shares	Sole	2026-07-27
2026-03-31	$2,125	122	0.0%	Shares	Sole	2026-04-30
2025-12-31	$2,354	122	-64.4%	Shares	Sole	2026-02-12
2025-09-30	$6,949	343	+181.1%	Shares	Sole	2025-11-04
2025-06-30	$2,464	122	+0.8%	Shares	Sole	2025-07-31
2025-03-31	$2,467	121	-63.0%	Shares	Sole	2025-05-05
2024-12-31	$6,873	327	+28.7%	Shares	Sole	2025-01-29
2024-09-30	$4,978	254	-99.5%	Shares	Sole	2024-11-07
2023-03-31	$1,061,836	55,681	+42.6%	Shares	Sole	2023-04-06
2022-09-30	$670,707	39,040	+34.9%	Shares	Sole	2022-11-09
2022-06-30	$504,915	28,935	+53.2%	Shares	Sole	2022-07-11
2021-12-31	$339,516	18,883	—	Shares	Sole	2022-01-31
No filing history on record for this holder in this stock.