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Capital Advantage, Inc.: FNDF position timeline

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

Capital Advantage, Inc. held 1,100,538 FNDF 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 1,100,538 shares
    Change vs previous 13F -5,046 shares

    7.08% of the 13F portfolio, value $58,064,366.

    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 1,105,584 shares
    Change vs previous 13F +1,630 shares

    7.07% of the 13F portfolio, value $54,096,211.

    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 1,103,954 shares
    Change vs previous 13F +42,502 shares

    6.73% of the 13F portfolio, value $49,909,770.

    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 1,061,452 shares
    Change vs previous 13F +12,241 shares

    6.86% of the 13F portfolio, value $45,599,992.

    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 1,049,211 shares
    Change vs previous 13F -305,042 shares

    6.65% of the 13F portfolio, value $41,989,441.

    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 1,354,253 shares
    Change vs previous 13F 0 shares

    8.2% of the 13F portfolio, value $44,974,728.

    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 1,354,253 shares
    Change vs previous 13F -72,374 shares

    8.2% of the 13F portfolio, value $44,974,728.

    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 1,426,627 shares
    Change vs previous 13F not available

    10.21% of the 13F portfolio, value $53,313,055.

    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).