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Capital Advantage, Inc.: DJCO position timeline

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

Capital Advantage, Inc. held 947 DJCO shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 947 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $611,971.

    13F-HR 0002085853-26-001179 filed by Capital Advantage, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 947 shares
    Change vs previous 13F -9 shares

    0.07% of the 13F portfolio, value $569,327.

    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).

  3. period ended2026-03-31
    13F 956 shares
    Change vs previous 13F -430 shares

    0.06% of the 13F portfolio, value $461,118.

    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).

  4. period ended2025-12-31
    13F 1,386 shares
    Change vs previous 13F -40 shares

    0.09% of the 13F portfolio, value $675,426.

    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).

  5. period ended2025-09-30
    13F 1,426 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $663,290.

    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).

  6. period ended2025-06-30
    13F 1,426 shares
    Change vs previous 13F +19 shares

    0.1% of the 13F portfolio, value $602,129.

    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).

  7. period ended2025-03-31
    13F 1,407 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $799,162.

    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).

  8. period ended2024-12-31
    13F 1,407 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $799,162.

    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).