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Disclosery

Buttonwood Financial Advisors Inc.: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Buttonwood Financial Advisors Inc. on AXP, newest first. How the timeline and the estimate are built.

Buttonwood Financial Advisors Inc. held 8,084 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,084 shares
    Change vs previous 13F -18 shares

    0.83% of the 13F portfolio, value $2,734,456.

    13F-HR 0001904033-26-000004 filed by Buttonwood Financial Advisors Inc.
    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 8,102 shares
    Change vs previous 13F -333 shares

    0.82% of the 13F portfolio, value $2,450,748.

    13F-HR 0001904033-26-000002 filed by Buttonwood Financial Advisors Inc.
    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 8,435 shares
    Change vs previous 13F -249 shares

    1.04% of the 13F portfolio, value $3,120,697.

    13F-HR 0001904033-26-000001 filed by Buttonwood Financial Advisors Inc.
    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 8,684 shares
    Change vs previous 13F -756 shares

    0.99% of the 13F portfolio, value $2,884,393.

    13F-HR 0001904033-25-000006 filed by Buttonwood Financial Advisors Inc.
    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 9,440 shares
    Change vs previous 13F -393 shares

    1.21% of the 13F portfolio, value $3,011,127.

    13F-HR 0001904033-25-000003 filed by Buttonwood Financial Advisors Inc.
    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 9,833 shares
    Change vs previous 13F -181 shares

    1.16% of the 13F portfolio, value $2,645,554.

    13F-HR 0001904033-25-000002 filed by Buttonwood Financial Advisors Inc.
    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 10,014 shares
    Change vs previous 13F -369 shares

    1.31% of the 13F portfolio, value $2,972,131.

    13F-HR 0001904033-25-000001 filed by Buttonwood Financial Advisors Inc.
    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 10,383 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $2,816,003.

    13F-HR 0001904033-24-000005 filed by Buttonwood Financial Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).