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Capital Advantage, Inc.: AMZN position timeline

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

Capital Advantage, Inc. held 11,477 AMZN 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 11,477 shares
    Change vs previous 13F -488 shares

    0.33% of the 13F portfolio, value $2,735,434.

    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 11,965 shares
    Change vs previous 13F -140 shares

    0.33% of the 13F portfolio, value $2,491,958.

    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 12,105 shares
    Change vs previous 13F -571 shares

    0.38% of the 13F portfolio, value $2,794,084.

    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 12,676 shares
    Change vs previous 13F +95 shares

    0.42% of the 13F portfolio, value $2,783,275.

    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 12,581 shares
    Change vs previous 13F +649 shares

    0.44% of the 13F portfolio, value $2,760,151.

    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 11,932 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $2,617,767.

    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 11,932 shares
    Change vs previous 13F -360 shares

    0.48% of the 13F portfolio, value $2,617,767.

    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 12,292 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,290,373.

    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).