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Disclosery

Buttonwood Financial Group, LLC: BAI position timeline

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

Buttonwood Financial Group, LLC held 258,723 BAI shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 258,723 shares
    Change vs previous 13F -94,870 shares

    7.8% of the 13F portfolio, value $13,639,879.

    13F-HR 0001847661-26-000012 filed by Buttonwood Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 353,593 shares
    Change vs previous 13F +66,712 shares

    7.17% of the 13F portfolio, value $11,650,910.

    13F-HR 0001847661-26-000007 filed by Buttonwood Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 286,881 shares
    Change vs previous 13F -152,373 shares

    5.23% of the 13F portfolio, value $9,848,630.

    13F-HR 0001847661-26-000002 filed by Buttonwood Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 439,254 shares
    Change vs previous 13F not available

    6.59% of the 13F portfolio, value $15,268,491.

    13F-HR 0001847661-25-000006 filed by Buttonwood Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).