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Buttonwood Financial Advisors Inc.: FISV position timeline

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

Buttonwood Financial Advisors Inc. held 53,598 FISV 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 53,598 shares
    Change vs previous 13F -2,243 shares

    0.73% of the 13F portfolio, value $2,421,535.

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

  2. period ended2026-06-30
    13F 55,841 shares
    Change vs previous 13F -1,393 shares

    0.83% of the 13F portfolio, value $2,738,977.

    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 57,234 shares
    Change vs previous 13F -950 shares

    1.07% of the 13F portfolio, value $3,193,629.

    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).

  4. period ended2025-12-31
    13F 58,184 shares
    Change vs previous 13F +17,054 shares

    1.3% of the 13F portfolio, value $3,908,186.

    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).

  5. period ended2025-09-30
    13F 41,130 shares
    Change vs previous 13F +29,108 shares

    1.83% of the 13F portfolio, value $5,302,827.

    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).

  6. period ended2025-06-30
    13F 12,022 shares
    Change vs previous 13F -63 shares

    0.83% of the 13F portfolio, value $2,072,627.

    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).

  7. period ended2025-03-31
    13F 12,085 shares
    Change vs previous 13F -286 shares

    1.17% of the 13F portfolio, value $2,668,621.

    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).

  8. period ended2024-12-31
    13F 12,371 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $2,541,149.

    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).