Skip to content
Disclosery

Capital Advantage, Inc.: EFV position timeline

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

Capital Advantage, Inc. held 111,938 EFV 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 111,938 shares
    Change vs previous 13F -1,280 shares

    1.05% of the 13F portfolio, value $8,568,854.

    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 113,218 shares
    Change vs previous 13F -664 shares

    1.1% of the 13F portfolio, value $8,417,759.

    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 113,882 shares
    Change vs previous 13F +803 shares

    1.1% of the 13F portfolio, value $8,132,314.

    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 113,079 shares
    Change vs previous 13F -461 shares

    1.15% of the 13F portfolio, value $7,670,178.

    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 113,540 shares
    Change vs previous 13F -113 shares

    1.14% of the 13F portfolio, value $7,207,539.

    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 113,653 shares
    Change vs previous 13F 0 shares

    1.09% of the 13F portfolio, value $5,963,373.

    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 113,653 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $5,963,373.

    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).