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Capital Advantage, Inc.: VOE position timeline

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

Capital Advantage, Inc. held 44,159 VOE 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 44,159 shares
    Change vs previous 13F -273 shares

    1.06% of the 13F portfolio, value $8,725,896.

    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 44,432 shares
    Change vs previous 13F +830 shares

    1.07% of the 13F portfolio, value $8,187,858.

    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 43,602 shares
    Change vs previous 13F +1,241 shares

    1.04% of the 13F portfolio, value $7,733,635.

    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 42,361 shares
    Change vs previous 13F +236 shares

    1.11% of the 13F portfolio, value $7,395,321.

    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 42,125 shares
    Change vs previous 13F -41,729 shares

    1.1% of the 13F portfolio, value $6,927,907.

    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 83,854 shares
    Change vs previous 13F 0 shares

    2.47% of the 13F portfolio, value $13,565,000.

    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 83,854 shares
    Change vs previous 13F -2,356 shares

    2.47% of the 13F portfolio, value $13,565,000.

    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 86,210 shares
    Change vs previous 13F not available

    2.77% of the 13F portfolio, value $14,454,773.

    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).