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Capital Advantage, Inc.: SPYM position timeline

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

Capital Advantage, Inc. held 247,625 SPYM 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 247,625 shares
    Change vs previous 13F +7,011 shares

    2.65% of the 13F portfolio, value $21,761,314.

    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 240,614 shares
    Change vs previous 13F +7,983 shares

    2.41% of the 13F portfolio, value $18,416,618.

    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 232,631 shares
    Change vs previous 13F +25,391 shares

    2.52% of the 13F portfolio, value $18,661,679.

    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 207,240 shares
    Change vs previous 13F +9,534 shares

    2.44% of the 13F portfolio, value $16,235,182.

    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 197,706 shares
    Change vs previous 13F +18,089 shares

    2.28% of the 13F portfolio, value $14,371,233.

    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 179,617 shares
    Change vs previous 13F 0 shares

    2.26% of the 13F portfolio, value $12,382,780.

    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 179,617 shares
    Change vs previous 13F +29,907 shares

    2.26% of the 13F portfolio, value $12,382,780.

    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 149,710 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $10,106,927.

    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).