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Capital Advantage, Inc.: VYMI position timeline

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

Capital Advantage, Inc. held 415,485 VYMI 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 415,485 shares
    Change vs previous 13F +1,320 shares

    4.98% of the 13F portfolio, value $40,800,620.

    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 414,165 shares
    Change vs previous 13F +4,162 shares

    5.1% of the 13F portfolio, value $39,030,870.

    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 410,003 shares
    Change vs previous 13F +15,777 shares

    4.98% of the 13F portfolio, value $36,900,292.

    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 394,226 shares
    Change vs previous 13F +13,670 shares

    5.02% of the 13F portfolio, value $33,383,041.

    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 380,556 shares
    Change vs previous 13F +3,335 shares

    4.83% of the 13F portfolio, value $30,486,329.

    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 377,221 shares
    Change vs previous 13F 0 shares

    4.67% of the 13F portfolio, value $25,605,769.

    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 377,221 shares
    Change vs previous 13F -33,022 shares

    4.67% of the 13F portfolio, value $25,605,769.

    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 410,243 shares
    Change vs previous 13F not available

    5.77% of the 13F portfolio, value $30,120,061.

    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).