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Capital Advantage, Inc.: ESGE position timeline

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

Capital Advantage, Inc. held 12,805 ESGE 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 12,805 shares
    Change vs previous 13F -60 shares

    0.09% of the 13F portfolio, value $700,283.

    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 12,865 shares
    Change vs previous 13F +977 shares

    0.08% of the 13F portfolio, value $584,953.

    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 11,888 shares
    Change vs previous 13F +455 shares

    0.07% of the 13F portfolio, value $525,075.

    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 11,433 shares
    Change vs previous 13F +401 shares

    0.07% of the 13F portfolio, value $496,426.

    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 11,032 shares
    Change vs previous 13F +675 shares

    0.07% of the 13F portfolio, value $432,128.

    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 10,357 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $345,818.

    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 10,357 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $345,818.

    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).