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COTTONWOOD CAPITAL ADVISORS, LLC: IAI position timeline

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

COTTONWOOD CAPITAL ADVISORS, LLC held 23,514 IAI 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 23,514 shares
    Change vs previous 13F +1,575 shares

    2.48% of the 13F portfolio, value $4,122,667.

    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 21,939 shares
    Change vs previous 13F +1,841 shares

    2.54% of the 13F portfolio, value $3,601,874.

    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 20,098 shares
    Change vs previous 13F +701 shares

    2.57% of the 13F portfolio, value $3,604,899.

    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 19,397 shares
    Change vs previous 13F -115 shares

    2.5% of the 13F portfolio, value $3,431,029.

    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 19,512 shares
    Change vs previous 13F -187 shares

    2.22% of the 13F portfolio, value $3,300,335.

    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 19,699 shares
    Change vs previous 13F -235 shares

    2.03% of the 13F portfolio, value $2,760,096.

    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 19,934 shares
    Change vs previous 13F -772 shares

    2.06% of the 13F portfolio, value $2,872,480.

    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 20,706 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $2,661,920.

    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).