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Disclosery

Buttonwood Financial Advisors Inc.: BR position timeline

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

Buttonwood Financial Advisors Inc. held 7,272 BR shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,272 shares
    Change vs previous 13F +40 shares

    0.35% of the 13F portfolio, value $1,171,519.

    13F-HR 0001904033-26-000006 filed by Buttonwood Financial Advisors Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,232 shares
    Change vs previous 13F +2,638 shares

    0.3% of the 13F portfolio, value $990,422.

    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).

  3. period ended2026-03-31
    13F 4,594 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $746,433.

    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).