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Disclosery

Buttonwood Financial Advisors Inc.: LPLA position timeline

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

Buttonwood Financial Advisors Inc. held 3,864 LPLA 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 3,864 shares
    Change vs previous 13F +179 shares

    0.36% of the 13F portfolio, value $1,181,611.

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

  2. period ended2026-06-30
    13F 3,685 shares
    Change vs previous 13F +1,070 shares

    0.32% of the 13F portfolio, value $1,037,991.

    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 2,615 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $786,670.

    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).