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Capital Advantage, Inc.: VIGI position timeline

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

Capital Advantage, Inc. held 431,472 VIGI 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 431,472 shares
    Change vs previous 13F -4,215 shares

    4.92% of the 13F portfolio, value $40,290,853.

    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 435,687 shares
    Change vs previous 13F +4,418 shares

    5.04% of the 13F portfolio, value $38,540,910.

    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 431,269 shares
    Change vs previous 13F +13,164 shares

    5.32% of the 13F portfolio, value $39,439,576.

    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 418,105 shares
    Change vs previous 13F +9,911 shares

    5.63% of the 13F portfolio, value $37,449,703.

    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 408,194 shares
    Change vs previous 13F +12,652 shares

    5.83% of the 13F portfolio, value $36,786,403.

    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 395,542 shares
    Change vs previous 13F 0 shares

    5.77% of the 13F portfolio, value $31,639,441.

    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 395,542 shares
    Change vs previous 13F -8,945 shares

    5.77% of the 13F portfolio, value $31,639,441.

    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 404,487 shares
    Change vs previous 13F not available

    6.84% of the 13F portfolio, value $35,708,074.

    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).