Skip to content
Disclosery

Buttonwood Financial Advisors Inc.: SHY position timeline

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

Buttonwood Financial Advisors Inc. held 115,788 SHY 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 115,788 shares
    Change vs previous 13F +1,427 shares

    2.84% of the 13F portfolio, value $9,402,024.

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

  2. period ended2026-06-30
    13F 114,361 shares
    Change vs previous 13F +3,626 shares

    2.86% of the 13F portfolio, value $9,390,221.

    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 110,735 shares
    Change vs previous 13F +5,612 shares

    3.06% of the 13F portfolio, value $9,143,386.

    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 105,123 shares
    Change vs previous 13F +12,241 shares

    2.9% of the 13F portfolio, value $8,706,272.

    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 92,882 shares
    Change vs previous 13F +18,215 shares

    2.65% of the 13F portfolio, value $7,705,473.

    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 74,667 shares
    Change vs previous 13F +1,045 shares

    2.48% of the 13F portfolio, value $6,186,904.

    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 73,622 shares
    Change vs previous 13F +3,531 shares

    2.68% of the 13F portfolio, value $6,090,748.

    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 70,091 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $5,746,093.

    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).