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Capital Advantage, Inc.: SDVY position timeline

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

Capital Advantage, Inc. held 86,871 SDVY 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 86,871 shares
    Change vs previous 13F +5,099 shares

    0.46% of the 13F portfolio, value $3,747,596.

    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 81,772 shares
    Change vs previous 13F +4,540 shares

    0.42% of the 13F portfolio, value $3,224,275.

    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 77,232 shares
    Change vs previous 13F +22,276 shares

    0.4% of the 13F portfolio, value $2,959,529.

    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 54,956 shares
    Change vs previous 13F +10,710 shares

    0.31% of the 13F portfolio, value $2,089,415.

    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 44,246 shares
    Change vs previous 13F +2,888 shares

    0.25% of the 13F portfolio, value $1,560,986.

    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 41,358 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,482,692.

    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 41,358 shares
    Change vs previous 13F +5,244 shares

    0.27% of the 13F portfolio, value $1,482,692.

    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).

  8. period ended2024-09-30
    13F 36,114 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,313,832.

    13F-HR 0001628896-24-000006 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).