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COTTONWOOD CAPITAL ADVISORS, LLC: CWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COTTONWOOD CAPITAL ADVISORS, LLC on CWB, newest first. How the timeline and the estimate are built.

COTTONWOOD CAPITAL ADVISORS, LLC held 10,753 CWB shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,753 shares
    Change vs previous 13F -43 shares

    0.7% of the 13F portfolio, value $1,159,406.

    13F-HR 0001903321-26-000003 filed by COTTONWOOD CAPITAL ADVISORS, LLC
    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 10,796 shares
    Change vs previous 13F -221 shares

    0.7% of the 13F portfolio, value $988,071.

    13F-HR 0001903321-26-000002 filed by COTTONWOOD CAPITAL ADVISORS, LLC
    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 11,017 shares
    Change vs previous 13F -26 shares

    0.7% of the 13F portfolio, value $982,681.

    13F-HR 0001903321-26-000001 filed by COTTONWOOD CAPITAL ADVISORS, LLC
    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 11,043 shares
    Change vs previous 13F -37 shares

    0.73% of the 13F portfolio, value $999,412.

    13F-HR 0001903321-25-000002 filed by COTTONWOOD CAPITAL ADVISORS, LLC
    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 11,080 shares
    Change vs previous 13F -105 shares

    0.62% of the 13F portfolio, value $915,888.

    13F-HR 0001085146-25-004240 filed by COTTONWOOD CAPITAL ADVISORS, LLC
    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 11,185 shares
    Change vs previous 13F +34 shares

    0.63% of the 13F portfolio, value $856,989.

    13F-HR 0001085146-25-002291 filed by COTTONWOOD CAPITAL ADVISORS, LLC
    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 11,151 shares
    Change vs previous 13F -2,141 shares

    0.62% of the 13F portfolio, value $868,563.

    13F-HR 0001085146-25-000362 filed by COTTONWOOD CAPITAL ADVISORS, LLC
    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 13,292 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,018,058.

    13F-HR 0001085146-24-005357 filed by COTTONWOOD CAPITAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).