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Buttonwood Financial Advisors Inc.: MSFT position timeline

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

Buttonwood Financial Advisors Inc. held 31,336 MSFT 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 31,336 shares
    Change vs previous 13F +203 shares

    4.85% of the 13F portfolio, value $16,072,181.

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

  2. period ended2026-06-30
    13F 31,133 shares
    Change vs previous 13F +4,401 shares

    3.53% of the 13F portfolio, value $11,613,104.

    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 26,732 shares
    Change vs previous 13F +641 shares

    3.31% of the 13F portfolio, value $9,895,471.

    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 26,091 shares
    Change vs previous 13F -668 shares

    4.21% of the 13F portfolio, value $12,618,252.

    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 26,759 shares
    Change vs previous 13F -281 shares

    4.77% of the 13F portfolio, value $13,859,878.

    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 27,040 shares
    Change vs previous 13F +569 shares

    5.4% of the 13F portfolio, value $13,450,081.

    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 26,471 shares
    Change vs previous 13F +476 shares

    4.37% of the 13F portfolio, value $9,937,044.

    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 25,995 shares
    Change vs previous 13F not available

    4.82% of the 13F portfolio, value $10,956,812.

    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).