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Buttonwood Financial Advisors Inc.: ISTB position timeline

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

Buttonwood Financial Advisors Inc. held 270,097 ISTB 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 270,097 shares
    Change vs previous 13F +8,713 shares

    3.86% of the 13F portfolio, value $12,762,063.

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

  2. period ended2026-06-30
    13F 261,384 shares
    Change vs previous 13F -36,810 shares

    3.84% of the 13F portfolio, value $12,611,755.

    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 298,194 shares
    Change vs previous 13F +16,855 shares

    4.84% of the 13F portfolio, value $14,450,475.

    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 281,339 shares
    Change vs previous 13F +18,577 shares

    4.57% of the 13F portfolio, value $13,715,267.

    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 262,762 shares
    Change vs previous 13F +75,327 shares

    4.42% of the 13F portfolio, value $12,833,313.

    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 187,435 shares
    Change vs previous 13F +1,999 shares

    3.66% of the 13F portfolio, value $9,118,731.

    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 185,436 shares
    Change vs previous 13F +22,420 shares

    3.94% of the 13F portfolio, value $8,965,839.

    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 163,016 shares
    Change vs previous 13F not available

    3.42% of the 13F portfolio, value $7,787,280.

    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).