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Capital Advantage, Inc.: ABT position timeline

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

Capital Advantage, Inc. held 4,056 ABT 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 4,056 shares
    Change vs previous 13F -1,000 shares

    0.04% of the 13F portfolio, value $368,085.

    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 5,056 shares
    Change vs previous 13F -18 shares

    0.07% of the 13F portfolio, value $519,142.

    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 5,074 shares
    Change vs previous 13F -42 shares

    0.09% of the 13F portfolio, value $635,705.

    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 5,116 shares
    Change vs previous 13F +8 shares

    0.1% of the 13F portfolio, value $685,232.

    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 5,108 shares
    Change vs previous 13F +21 shares

    0.11% of the 13F portfolio, value $694,678.

    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 5,087 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $575,374.

    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 5,087 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $575,374.

    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).