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Capital Advantage, Inc.: VB position timeline

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

Capital Advantage, Inc. held 36,228 VB 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 36,228 shares
    Change vs previous 13F +1,605 shares

    1.34% of the 13F portfolio, value $10,981,390.

    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 34,623 shares
    Change vs previous 13F +2,651 shares

    1.19% of the 13F portfolio, value $9,068,488.

    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 31,972 shares
    Change vs previous 13F +8,620 shares

    1.11% of the 13F portfolio, value $8,247,246.

    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 23,352 shares
    Change vs previous 13F +2,318 shares

    0.89% of the 13F portfolio, value $5,937,973.

    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 21,034 shares
    Change vs previous 13F -8,511 shares

    0.79% of the 13F portfolio, value $4,984,703.

    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 29,545 shares
    Change vs previous 13F 0 shares

    1.29% of the 13F portfolio, value $7,098,961.

    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 29,545 shares
    Change vs previous 13F +4,071 shares

    1.29% of the 13F portfolio, value $7,098,961.

    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 25,474 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $6,042,758.

    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).