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Buttonwood Financial Advisors Inc.: ITOT position timeline

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

Buttonwood Financial Advisors Inc. held 19,209 ITOT 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 19,209 shares
    Change vs previous 13F -265 shares

    0.96% of the 13F portfolio, value $3,194,032.

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

  2. period ended2026-06-30
    13F 19,474 shares
    Change vs previous 13F -583 shares

    0.97% of the 13F portfolio, value $3,199,026.

    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 20,057 shares
    Change vs previous 13F -498 shares

    0.96% of the 13F portfolio, value $2,856,671.

    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 20,555 shares
    Change vs previous 13F -384 shares

    1.02% of the 13F portfolio, value $3,056,341.

    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 20,939 shares
    Change vs previous 13F -474 shares

    1.05% of the 13F portfolio, value $3,049,732.

    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 21,413 shares
    Change vs previous 13F -55 shares

    1.16% of the 13F portfolio, value $2,891,561.

    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 21,468 shares
    Change vs previous 13F -415 shares

    1.15% of the 13F portfolio, value $2,619,361.

    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 21,883 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $2,814,623.

    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).