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Capital Advantage, Inc.: VIS position timeline

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

Capital Advantage, Inc. held 50,964 VIS 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 50,964 shares
    Change vs previous 13F -520 shares

    2.24% of the 13F portfolio, value $18,366,288.

    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 51,484 shares
    Change vs previous 13F -71 shares

    2.1% of the 13F portfolio, value $16,074,396.

    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 51,555 shares
    Change vs previous 13F +334 shares

    2.08% of the 13F portfolio, value $15,383,088.

    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 51,221 shares
    Change vs previous 13F -609 shares

    2.28% of the 13F portfolio, value $15,176,320.

    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 51,830 shares
    Change vs previous 13F -410 shares

    2.3% of the 13F portfolio, value $14,516,101.

    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 52,240 shares
    Change vs previous 13F 0 shares

    2.42% of the 13F portfolio, value $13,289,267.

    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 52,240 shares
    Change vs previous 13F -1,110 shares

    2.42% of the 13F portfolio, value $13,289,267.

    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 53,350 shares
    Change vs previous 13F not available

    2.66% of the 13F portfolio, value $13,874,710.

    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).