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Capital Advantage, Inc.: FNDX position timeline

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

Capital Advantage, Inc. held 214,467 FNDX 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 214,467 shares
    Change vs previous 13F +35,081 shares

    0.81% of the 13F portfolio, value $6,669,926.

    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 179,386 shares
    Change vs previous 13F +30,261 shares

    0.65% of the 13F portfolio, value $4,995,905.

    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 149,125 shares
    Change vs previous 13F +48,529 shares

    0.55% of the 13F portfolio, value $4,057,696.

    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 100,596 shares
    Change vs previous 13F +15,528 shares

    0.4% of the 13F portfolio, value $2,645,667.

    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 85,068 shares
    Change vs previous 13F +23,436 shares

    0.33% of the 13F portfolio, value $2,087,557.

    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 61,632 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,459,452.

    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 61,632 shares
    Change vs previous 13F +45,283 shares

    0.27% of the 13F portfolio, value $1,459,452.

    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 16,349 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,173,238.

    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).