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Capital Advantage, Inc.: XLF position timeline

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

Capital Advantage, Inc. held 397,734 XLF 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 397,734 shares
    Change vs previous 13F -7,773 shares

    2.6% of the 13F portfolio, value $21,322,525.

    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 405,507 shares
    Change vs previous 13F -10,267 shares

    2.62% of the 13F portfolio, value $20,019,862.

    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 415,774 shares
    Change vs previous 13F +297 shares

    3.07% of the 13F portfolio, value $22,771,927.

    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 415,477 shares
    Change vs previous 13F -825 shares

    3.37% of the 13F portfolio, value $22,381,737.

    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 416,302 shares
    Change vs previous 13F +402,222 shares

    3.45% of the 13F portfolio, value $21,801,726.

    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 14,080 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $680,488.

    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 14,080 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $680,488.

    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).