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Capital Advantage, Inc.: EFA position timeline

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

Capital Advantage, Inc. held 90,234 EFA 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 90,234 shares
    Change vs previous 13F -3,075 shares

    1.14% of the 13F portfolio, value $9,373,459.

    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 93,309 shares
    Change vs previous 13F -1,987 shares

    1.18% of the 13F portfolio, value $9,063,124.

    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 95,296 shares
    Change vs previous 13F +3,835 shares

    1.23% of the 13F portfolio, value $9,151,289.

    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 91,461 shares
    Change vs previous 13F -3,595 shares

    1.28% of the 13F portfolio, value $8,539,749.

    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 95,056 shares
    Change vs previous 13F +1,360 shares

    1.35% of the 13F portfolio, value $8,497,082.

    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 93,696 shares
    Change vs previous 13F 0 shares

    1.29% of the 13F portfolio, value $7,084,359.

    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 93,696 shares
    Change vs previous 13F +34,845 shares

    1.29% of the 13F portfolio, value $7,084,359.

    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 58,851 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $4,921,741.

    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).