Skip to content
Disclosery

Capital Advantage, Inc.: QUAL position timeline

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

Capital Advantage, Inc. held 39,205 QUAL 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 39,205 shares
    Change vs previous 13F +1,088 shares

    1.05% of the 13F portfolio, value $8,602,754.

    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 38,117 shares
    Change vs previous 13F +1,671 shares

    0.96% of the 13F portfolio, value $7,311,231.

    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 36,446 shares
    Change vs previous 13F +1,575 shares

    0.98% of the 13F portfolio, value $7,238,963.

    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 34,871 shares
    Change vs previous 13F +2,143 shares

    1.02% of the 13F portfolio, value $6,782,367.

    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 32,728 shares
    Change vs previous 13F +5,034 shares

    0.95% of the 13F portfolio, value $5,983,253.

    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 27,694 shares
    Change vs previous 13F 0 shares

    0.9% of the 13F portfolio, value $4,931,839.

    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 27,694 shares
    Change vs previous 13F +3,110 shares

    0.9% of the 13F portfolio, value $4,931,839.

    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 24,584 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $4,407,857.

    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).