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COTTONWOOD CAPITAL ADVISORS, LLC: KBA position timeline

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

COTTONWOOD CAPITAL ADVISORS, LLC held 10,754 KBA 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 10,754 shares
    Change vs previous 13F -21 shares

    0.22% of the 13F portfolio, value $370,040.

    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 10,775 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $326,047.

    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 10,775 shares
    Change vs previous 13F +3 shares

    0.24% of the 13F portfolio, value $332,943.

    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 10,772 shares
    Change vs previous 13F -12 shares

    0.24% of the 13F portfolio, value $323,912.

    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 10,784 shares
    Change vs previous 13F -43 shares

    0.18% of the 13F portfolio, value $261,834.

    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 10,827 shares
    Change vs previous 13F -10 shares

    0.19% of the 13F portfolio, value $255,732.

    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 10,837 shares
    Change vs previous 13F +2 shares

    0.18% of the 13F portfolio, value $254,126.

    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 10,835 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $280,950.

    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).