Capital Advantage, Inc.: AMAT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Advantage, Inc. on AMAT, newest first. How the timeline and the estimate are built.
Capital Advantage, Inc. held 2,350 AMAT shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 2,350 sharesChange vs previous 13F +177 shares
0.21% of the 13F portfolio, value $1,698,869.
13F-HR 0002085853-26-000699 filed by Capital Advantage, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,173 sharesChange vs previous 13F -70 shares
0.1% of the 13F portfolio, value $742,785.
13F-HR 0002085853-26-000344 filed by Capital Advantage, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,243 sharesChange vs previous 13F -188 shares
0.08% of the 13F portfolio, value $576,481.
13F-HR 0002085853-26-000016 filed by Capital Advantage, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,431 sharesChange vs previous 13F -5 shares
0.07% of the 13F portfolio, value $497,823.
13F-HR 0002085853-25-000139 filed by Capital Advantage, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,436 sharesChange vs previous 13F -42 shares
0.07% of the 13F portfolio, value $445,978.
13F-HR 0001667731-25-000784 filed by Capital Advantage, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,478 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $403,033.
13F-HR 0001667731-25-000396 filed by Capital Advantage, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,478 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $403,033.
13F-HR 0001667731-25-000261 filed by Capital Advantage, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).