Capital Advantage, Inc.: CGMS position timeline

Capital Advantage, Inc. held 3,791,682 CGMS 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 3,791,682 shares

   Change vs previous 13F +1,292,902 shares

   12.64% of the 13F portfolio, value $103,626,677.

   13F-HR 0002085853-26-000699 filed by Capital Advantage, Inc.
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 2,498,780 shares

   Change vs previous 13F +190,612 shares

   8.89% of the 13F portfolio, value $68,041,791.

   13F-HR 0002085853-26-000344 filed by Capital Advantage, Inc.
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 2,308,168 shares

   Change vs previous 13F +138,954 shares

   8.6% of the 13F portfolio, value $63,751,608.

   13F-HR 0002085853-26-000016 filed by Capital Advantage, Inc.
   Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 2,169,214 shares

   Change vs previous 13F +60,898 shares

   9.05% of the 13F portfolio, value $60,195,690.

   13F-HR 0002085853-25-000139 filed by Capital Advantage, Inc.
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 2,108,316 shares

   Change vs previous 13F not available

   9.22% of the 13F portfolio, value $58,231,678.

   13F-HR 0001667731-25-000784 filed by Capital Advantage, Inc.
   Filed 2025-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).