COTTONWOOD CAPITAL ADVISORS, LLC: IYC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COTTONWOOD CAPITAL ADVISORS, LLC on IYC, newest first. How the timeline and the estimate are built.
COTTONWOOD CAPITAL ADVISORS, LLC held 48,382 IYC shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 48,382 sharesChange vs previous 13F +17,741 shares
2.95% of the 13F portfolio, value $4,891,434.
13F-HR 0001903321-26-000003 filed by COTTONWOOD CAPITAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 30,641 sharesChange vs previous 13F +3,742 shares
2.09% of the 13F portfolio, value $2,969,724.
13F-HR 0001903321-26-000002 filed by COTTONWOOD CAPITAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 26,899 sharesChange vs previous 13F +2,078 shares
1.98% of the 13F portfolio, value $2,774,071.
13F-HR 0001903321-26-000001 filed by COTTONWOOD CAPITAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 24,821 sharesChange vs previous 13F +6 shares
1.89% of the 13F portfolio, value $2,601,232.
13F-HR 0001903321-25-000002 filed by COTTONWOOD CAPITAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 24,815 sharesChange vs previous 13F -269 shares
1.66% of the 13F portfolio, value $2,472,552.
13F-HR 0001085146-25-004240 filed by COTTONWOOD CAPITAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 25,084 sharesChange vs previous 13F -581 shares
1.63% of the 13F portfolio, value $2,215,515.
13F-HR 0001085146-25-002291 filed by COTTONWOOD CAPITAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 25,665 sharesChange vs previous 13F -496 shares
1.77% of the 13F portfolio, value $2,467,462.
13F-HR 0001085146-25-000362 filed by COTTONWOOD CAPITAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 26,161 sharesChange vs previous 13F not available
1.69% of the 13F portfolio, value $2,300,641.
13F-HR 0001085146-24-005357 filed by COTTONWOOD CAPITAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).