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Capital Advantage, Inc.: EEM position timeline

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

Capital Advantage, Inc. held 74,437 EEM 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 74,437 shares
    Change vs previous 13F -1,409 shares

    0.62% of the 13F portfolio, value $5,092,232.

    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 75,846 shares
    Change vs previous 13F +135 shares

    0.56% of the 13F portfolio, value $4,307,316.

    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 75,711 shares
    Change vs previous 13F -1,036 shares

    0.56% of the 13F portfolio, value $4,142,170.

    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 76,747 shares
    Change vs previous 13F -1,460 shares

    0.62% of the 13F portfolio, value $4,098,274.

    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 78,207 shares
    Change vs previous 13F +4,997 shares

    0.6% of the 13F portfolio, value $3,772,689.

    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 73,210 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $3,061,631.

    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 73,210 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $3,061,631.

    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).