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Capital Advantage, Inc.: PG position timeline

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

Capital Advantage, Inc. held 3,761 PG 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 3,761 shares
    Change vs previous 13F +40 shares

    0.07% of the 13F portfolio, value $546,418.

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

  2. period ended2026-06-30
    13F 3,721 shares
    Change vs previous 13F +368 shares

    0.07% of the 13F portfolio, value $545,612.

    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 3,353 shares
    Change vs previous 13F -55 shares

    0.06% of the 13F portfolio, value $484,363.

    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 3,408 shares
    Change vs previous 13F +230 shares

    0.07% of the 13F portfolio, value $488,410.

    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 3,178 shares
    Change vs previous 13F -93 shares

    0.07% of the 13F portfolio, value $488,293.

    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 3,271 shares
    Change vs previous 13F -351 shares

    0.08% of the 13F portfolio, value $521,151.

    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 3,622 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $607,228.

    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 3,622 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $607,228.

    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).