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Capital Advantage, Inc.: SGOV position timeline

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

Capital Advantage, Inc. held 25,587 SGOV 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 25,587 shares
    Change vs previous 13F +6,179 shares

    0.31% of the 13F portfolio, value $2,575,847.

    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 19,408 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,953,580.

    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).