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Capital Advantage, Inc.: CGDV position timeline

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

Capital Advantage, Inc. held 539,351 CGDV 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 539,351 shares
    Change vs previous 13F +2,465 shares

    3.24% of the 13F portfolio, value $26,579,364.

    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 536,886 shares
    Change vs previous 13F +2,518 shares

    2.99% of the 13F portfolio, value $22,839,123.

    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 534,368 shares
    Change vs previous 13F +7,097 shares

    3.15% of the 13F portfolio, value $23,319,819.

    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 527,271 shares
    Change vs previous 13F +9,107 shares

    3.33% of the 13F portfolio, value $22,161,188.

    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 518,164 shares
    Change vs previous 13F not available

    3.24% of the 13F portfolio, value $20,462,297.

    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).