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Buttonwood Financial Advisors Inc.: PEP position timeline

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

Buttonwood Financial Advisors Inc. held 10,115 PEP 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 10,115 shares
    Change vs previous 13F -1,311 shares

    0.39% of the 13F portfolio, value $1,281,719.

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

  2. period ended2026-06-30
    13F 11,426 shares
    Change vs previous 13F -201 shares

    0.47% of the 13F portfolio, value $1,547,082.

    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 11,627 shares
    Change vs previous 13F -578 shares

    0.6% of the 13F portfolio, value $1,805,631.

    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 12,205 shares
    Change vs previous 13F -2,022 shares

    0.58% of the 13F portfolio, value $1,751,702.

    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 14,227 shares
    Change vs previous 13F +3,446 shares

    0.69% of the 13F portfolio, value $1,998,080.

    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 10,781 shares
    Change vs previous 13F +2,907 shares

    0.57% of the 13F portfolio, value $1,423,497.

    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 7,874 shares
    Change vs previous 13F +347 shares

    0.52% of the 13F portfolio, value $1,180,672.

    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 7,527 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,144,578.

    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).