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Capital Advantage, Inc.: VIG position timeline

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

Capital Advantage, Inc. held 117,497 VIG 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 117,497 shares
    Change vs previous 13F +281 shares

    3.39% of the 13F portfolio, value $27,802,072.

    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 117,216 shares
    Change vs previous 13F +246 shares

    3.3% of the 13F portfolio, value $25,208,481.

    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 116,970 shares
    Change vs previous 13F +2,328 shares

    3.47% of the 13F portfolio, value $25,707,697.

    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 114,642 shares
    Change vs previous 13F +1,117 shares

    3.72% of the 13F portfolio, value $24,738,698.

    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 113,525 shares
    Change vs previous 13F -5,420 shares

    3.68% of the 13F portfolio, value $23,235,074.

    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 118,945 shares
    Change vs previous 13F 0 shares

    4.24% of the 13F portfolio, value $23,292,976.

    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 118,945 shares
    Change vs previous 13F +254 shares

    4.24% of the 13F portfolio, value $23,292,976.

    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 118,691 shares
    Change vs previous 13F not available

    4.5% of the 13F portfolio, value $23,507,973.

    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).