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Capital Advantage, Inc.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Advantage, Inc. on AAPL, newest first. How the timeline and the estimate are built.

Capital Advantage, Inc. held 52,049 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,049 shares
    Change vs previous 13F -1,501 shares

    1.84% of the 13F portfolio, value $15,060,946.

    13F-HR 0002085853-26-000699 filed by Capital Advantage, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 53,550 shares
    Change vs previous 13F +191 shares

    1.78% of the 13F portfolio, value $13,590,360.

    13F-HR 0002085853-26-000344 filed by Capital Advantage, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 53,359 shares
    Change vs previous 13F -1,020 shares

    1.96% of the 13F portfolio, value $14,506,166.

    13F-HR 0002085853-26-000016 filed by Capital Advantage, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 54,379 shares
    Change vs previous 13F -587 shares

    2.08% of the 13F portfolio, value $13,846,470.

    13F-HR 0002085853-25-000139 filed by Capital Advantage, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 54,966 shares
    Change vs previous 13F +4,071 shares

    1.79% of the 13F portfolio, value $11,277,345.

    13F-HR 0001667731-25-000784 filed by Capital Advantage, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 50,895 shares
    Change vs previous 13F 0 shares

    2.32% of the 13F portfolio, value $12,745,196.

    13F-HR 0001667731-25-000396 filed by Capital Advantage, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 50,895 shares
    Change vs previous 13F -1,664 shares

    2.32% of the 13F portfolio, value $12,745,196.

    13F-HR 0001667731-25-000261 filed by Capital Advantage, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 52,559 shares
    Change vs previous 13F not available

    2.35% of the 13F portfolio, value $12,246,204.

    13F-HR 0001628896-24-000006 filed by Capital Advantage, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).