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Buttonwood Financial Advisors Inc.: SPGI position timeline

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

Buttonwood Financial Advisors Inc. held 8,502 SPGI 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 8,502 shares
    Change vs previous 13F +199 shares

    1.01% of the 13F portfolio, value $3,353,691.

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

  2. period ended2026-06-30
    13F 8,303 shares
    Change vs previous 13F +1,216 shares

    1.03% of the 13F portfolio, value $3,381,309.

    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 7,087 shares
    Change vs previous 13F +4,474 shares

    1.01% of the 13F portfolio, value $3,014,554.

    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 2,613 shares
    Change vs previous 13F +388 shares

    0.46% of the 13F portfolio, value $1,365,584.

    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 2,225 shares
    Change vs previous 13F +801 shares

    0.37% of the 13F portfolio, value $1,082,928.

    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 1,424 shares
    Change vs previous 13F +69 shares

    0.3% of the 13F portfolio, value $750,810.

    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 1,355 shares
    Change vs previous 13F -13 shares

    0.3% of the 13F portfolio, value $688,376.

    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 1,368 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $681,156.

    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).