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Capital Advantage, Inc.: VCIT position timeline

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

Capital Advantage, Inc. held 6,200 VCIT 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 6,200 shares
    Change vs previous 13F -966,971 shares

    0.06% of the 13F portfolio, value $512,462.

    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 973,171 shares
    Change vs previous 13F -30,178 shares

    10.53% of the 13F portfolio, value $80,529,892.

    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 1,003,349 shares
    Change vs previous 13F -11,358 shares

    11.34% of the 13F portfolio, value $84,030,467.

    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 1,014,707 shares
    Change vs previous 13F -20,745 shares

    12.83% of the 13F portfolio, value $85,347,022.

    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 1,035,452 shares
    Change vs previous 13F -65,204 shares

    13.6% of the 13F portfolio, value $85,859,674.

    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 1,100,656 shares
    Change vs previous 13F 0 shares

    16.1% of the 13F portfolio, value $88,349,645.

    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 1,100,656 shares
    Change vs previous 13F -193,510 shares

    16.1% of the 13F portfolio, value $88,349,645.

    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 1,294,166 shares
    Change vs previous 13F not available

    20.77% of the 13F portfolio, value $108,386,374.

    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).