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Capital Advantage, Inc.: VO position timeline

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

Capital Advantage, Inc. held 88,538 VO 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 88,538 shares
    Change vs previous 13F +67,939 shares

    0.87% of the 13F portfolio, value $7,133,471.

    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 20,599 shares
    Change vs previous 13F +1,505 shares

    0.77% of the 13F portfolio, value $5,915,535.

    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 19,094 shares
    Change vs previous 13F +3,364 shares

    0.75% of the 13F portfolio, value $5,541,564.

    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 15,730 shares
    Change vs previous 13F +1,930 shares

    0.69% of the 13F portfolio, value $4,620,674.

    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 13,800 shares
    Change vs previous 13F -9,391 shares

    0.61% of the 13F portfolio, value $3,861,610.

    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 23,191 shares
    Change vs previous 13F 0 shares

    1.12% of the 13F portfolio, value $6,125,382.

    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 23,191 shares
    Change vs previous 13F +1,736 shares

    1.12% of the 13F portfolio, value $6,125,382.

    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 21,455 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $5,660,476.

    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).