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Capital Advantage, Inc.: IVW position timeline

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

Capital Advantage, Inc. held 32,210 IVW 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 32,210 shares
    Change vs previous 13F +2,377 shares

    0.54% of the 13F portfolio, value $4,429,853.

    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 29,833 shares
    Change vs previous 13F +4,335 shares

    0.44% of the 13F portfolio, value $3,374,419.

    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 25,498 shares
    Change vs previous 13F +7,396 shares

    0.42% of the 13F portfolio, value $3,142,912.

    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 18,102 shares
    Change vs previous 13F +6,409 shares

    0.33% of the 13F portfolio, value $2,185,283.

    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 11,693 shares
    Change vs previous 13F -34,492 shares

    0.2% of the 13F portfolio, value $1,287,436.

    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 46,185 shares
    Change vs previous 13F 0 shares

    0.85% of the 13F portfolio, value $4,689,235.

    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 46,185 shares
    Change vs previous 13F +3,302 shares

    0.85% of the 13F portfolio, value $4,689,235.

    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 42,883 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $4,106,011.

    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).