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Buttonwood Financial Advisors Inc.: MOAT position timeline

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

Buttonwood Financial Advisors Inc. held 260,865 MOAT 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 260,865 shares
    Change vs previous 13F -10,344 shares

    8.33% of the 13F portfolio, value $27,576,020.

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

  2. period ended2026-06-30
    13F 271,209 shares
    Change vs previous 13F -3,144 shares

    8.58% of the 13F portfolio, value $28,194,869.

    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 274,353 shares
    Change vs previous 13F -12,857 shares

    8.88% of the 13F portfolio, value $26,529,917.

    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 287,210 shares
    Change vs previous 13F -11,353 shares

    9.92% of the 13F portfolio, value $29,743,487.

    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 298,563 shares
    Change vs previous 13F +31,314 shares

    10.19% of the 13F portfolio, value $29,590,541.

    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 267,249 shares
    Change vs previous 13F -6,083 shares

    10.06% of the 13F portfolio, value $25,065,248.

    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 273,332 shares
    Change vs previous 13F +17,335 shares

    10.57% of the 13F portfolio, value $24,053,182.

    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 255,997 shares
    Change vs previous 13F not available

    10.44% of the 13F portfolio, value $23,737,288.

    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).