Capital Advantage, Inc. quarter change: Foreign Other Stocks, Reduced
In shares no fund filing gives a ticker for, so this site has no page for them (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Capital Advantage, Inc. opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1628896): 2026-03-31 (filed 2026-04-13) and 2026-06-30 (filed 2026-07-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| FIDUCIENT ADVISORS LLC | United States | $0.765B | 139 |
| Camrose Capital Investment Partners LLP | United Kingdom | $0.764B | 10 |
| Fortis Capital Advisors, LLC | United States | $0.763B | 371 |
| Skylands Capital, LLC | United States | $0.763B | 155 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | United States | $0.763B | 214 |
| Brio Consultants, LLC | United States | $0.767B | 144 |
| Premier Path Wealth Partners, LLC | United States | $0.767B | 398 |
| Think Investments LP | United States | $0.762B | 31 |
| Freedom Together Foundation | United States | $0.762B | 2 |
| Gibbs Wealth Management | United States | $0.762B | 433 |