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Capital Advantage, Inc.: XLP position timeline

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

Capital Advantage, Inc. held 44,540 XLP 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 44,540 shares
    Change vs previous 13F -552 shares

    0.45% of the 13F portfolio, value $3,699,907.

    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 45,092 shares
    Change vs previous 13F -25 shares

    0.48% of the 13F portfolio, value $3,696,679.

    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 45,117 shares
    Change vs previous 13F +26 shares

    0.47% of the 13F portfolio, value $3,504,713.

    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 45,091 shares
    Change vs previous 13F -722 shares

    0.53% of the 13F portfolio, value $3,533,785.

    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 45,813 shares
    Change vs previous 13F -854 shares

    0.59% of the 13F portfolio, value $3,709,469.

    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 46,667 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $3,668,492.

    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 46,667 shares
    Change vs previous 13F -557 shares

    0.67% of the 13F portfolio, value $3,668,492.

    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 47,224 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $3,919,564.

    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).