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Capital Advantage, Inc.: FNDA position timeline

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

Capital Advantage, Inc. held 138,467 FNDA 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 138,467 shares
    Change vs previous 13F +6,728 shares

    0.64% of the 13F portfolio, value $5,270,053.

    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 131,739 shares
    Change vs previous 13F +2,839 shares

    0.56% of the 13F portfolio, value $4,272,287.

    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 128,900 shares
    Change vs previous 13F +19,723 shares

    0.55% of the 13F portfolio, value $4,061,625.

    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 109,177 shares
    Change vs previous 13F +9,805 shares

    0.51% of the 13F portfolio, value $3,401,942.

    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 99,372 shares
    Change vs previous 13F +4,180 shares

    0.45% of the 13F portfolio, value $2,847,007.

    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 95,192 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $2,827,210.

    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 95,192 shares
    Change vs previous 13F +52,429 shares

    0.52% of the 13F portfolio, value $2,827,210.

    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 42,763 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $2,547,421.

    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).