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Capital Advantage, Inc.: VBR position timeline

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

Capital Advantage, Inc. held 55,290 VBR 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 55,290 shares
    Change vs previous 13F +859 shares

    1.64% of the 13F portfolio, value $13,434,981.

    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 54,431 shares
    Change vs previous 13F +363 shares

    1.55% of the 13F portfolio, value $11,825,118.

    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 54,068 shares
    Change vs previous 13F +4,354 shares

    1.54% of the 13F portfolio, value $11,451,057.

    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 49,714 shares
    Change vs previous 13F +913 shares

    1.56% of the 13F portfolio, value $10,375,891.

    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 48,801 shares
    Change vs previous 13F -30,066 shares

    1.51% of the 13F portfolio, value $9,516,666.

    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 78,867 shares
    Change vs previous 13F 0 shares

    2.85% of the 13F portfolio, value $15,629,904.

    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 78,867 shares
    Change vs previous 13F -812 shares

    2.85% of the 13F portfolio, value $15,629,904.

    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 79,679 shares
    Change vs previous 13F not available

    3.07% of the 13F portfolio, value $15,998,017.

    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).