Skip to content
Disclosery

Capital Advantage, Inc.: VYM position timeline

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

Capital Advantage, Inc. held 17,815 VYM 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 17,815 shares
    Change vs previous 13F +1,838 shares

    0.34% of the 13F portfolio, value $2,815,243.

    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 15,977 shares
    Change vs previous 13F -251 shares

    0.31% of the 13F portfolio, value $2,366,209.

    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 16,228 shares
    Change vs previous 13F -127 shares

    0.31% of the 13F portfolio, value $2,329,065.

    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 16,355 shares
    Change vs previous 13F -284 shares

    0.35% of the 13F portfolio, value $2,305,251.

    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 16,639 shares
    Change vs previous 13F -269 shares

    0.35% of the 13F portfolio, value $2,218,200.

    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 16,908 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $2,157,306.

    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 16,908 shares
    Change vs previous 13F -36 shares

    0.39% of the 13F portfolio, value $2,157,306.

    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 16,944 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,172,221.

    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).