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Capital Advantage, Inc.: VHT position timeline

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

Capital Advantage, Inc. held 88,732 VHT 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 88,732 shares
    Change vs previous 13F -331 shares

    3.24% of the 13F portfolio, value $26,531,738.

    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 89,063 shares
    Change vs previous 13F +1,081 shares

    3.17% of the 13F portfolio, value $24,254,600.

    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 87,982 shares
    Change vs previous 13F +2,047 shares

    3.42% of the 13F portfolio, value $25,325,483.

    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 85,935 shares
    Change vs previous 13F -613 shares

    3.35% of the 13F portfolio, value $22,308,807.

    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 86,548 shares
    Change vs previous 13F -1,772 shares

    3.4% of the 13F portfolio, value $21,493,364.

    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 88,320 shares
    Change vs previous 13F 0 shares

    4.08% of the 13F portfolio, value $22,405,866.

    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 88,320 shares
    Change vs previous 13F -2,612 shares

    4.08% of the 13F portfolio, value $22,405,866.

    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 90,932 shares
    Change vs previous 13F not available

    4.92% of the 13F portfolio, value $25,661,013.

    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).