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COTTONWOOD CAPITAL ADVISORS, LLC: FRI position timeline

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

COTTONWOOD CAPITAL ADVISORS, LLC held 18,520 FRI 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 18,520 shares
    Change vs previous 13F +115 shares

    0.35% of the 13F portfolio, value $587,029.

    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 18,405 shares
    Change vs previous 13F -935 shares

    0.37% of the 13F portfolio, value $523,808.

    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 19,340 shares
    Change vs previous 13F -3 shares

    0.38% of the 13F portfolio, value $528,176.

    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 19,343 shares
    Change vs previous 13F +114 shares

    0.4% of the 13F portfolio, value $543,729.

    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 19,229 shares
    Change vs previous 13F -37 shares

    0.35% of the 13F portfolio, value $520,151.

    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 19,266 shares
    Change vs previous 13F -1,061 shares

    0.39% of the 13F portfolio, value $530,002.

    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 20,327 shares
    Change vs previous 13F -1,019 shares

    0.4% of the 13F portfolio, value $556,348.

    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 21,346 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $632,689.

    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).