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Buttonwood Financial Advisors Inc.: TER position timeline

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

Buttonwood Financial Advisors Inc. held 20,838 TER 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 20,838 shares
    Change vs previous 13F -292 shares

    2.52% of the 13F portfolio, value $8,354,005.

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

  2. period ended2026-06-30
    13F 21,130 shares
    Change vs previous 13F -1,977 shares

    3.11% of the 13F portfolio, value $10,223,331.

    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 23,107 shares
    Change vs previous 13F -3,415 shares

    2.29% of the 13F portfolio, value $6,850,162.

    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 26,522 shares
    Change vs previous 13F -285 shares

    1.71% of the 13F portfolio, value $5,133,684.

    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 26,807 shares
    Change vs previous 13F +4,547 shares

    1.27% of the 13F portfolio, value $3,689,763.

    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 22,260 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $2,001,638.

    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).