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COTTONWOOD CAPITAL ADVISORS, LLC: IGV position timeline

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

COTTONWOOD CAPITAL ADVISORS, LLC held 47,225 IGV 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 47,225 shares
    Change vs previous 13F -391 shares

    2.58% of the 13F portfolio, value $4,278,550.

    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 47,616 shares
    Change vs previous 13F -474 shares

    2.69% of the 13F portfolio, value $3,811,677.

    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 48,090 shares
    Change vs previous 13F +853 shares

    3.62% of the 13F portfolio, value $5,082,653.

    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 47,237 shares
    Change vs previous 13F +2,943 shares

    3.96% of the 13F portfolio, value $5,432,750.

    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 44,294 shares
    Change vs previous 13F -141 shares

    3.26% of the 13F portfolio, value $4,850,215.

    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 44,435 shares
    Change vs previous 13F +2,451 shares

    2.91% of the 13F portfolio, value $3,954,288.

    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 41,984 shares
    Change vs previous 13F +2,984 shares

    3.01% of the 13F portfolio, value $4,203,458.

    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 39,000 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $3,485,448.

    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).