Skip to content
Disclosery

Buttonwood Financial Group, LLC: DSI position timeline

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

Buttonwood Financial Group, LLC held 1,974 DSI 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 1,974 shares
    Change vs previous 13F -71 shares

    0.16% of the 13F portfolio, value $281,078.

    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 2,045 shares
    Change vs previous 13F -492 shares

    0.15% of the 13F portfolio, value $247,834.

    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 2,537 shares
    Change vs previous 13F -1,888 shares

    0.18% of the 13F portfolio, value $333,235.

    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 4,425 shares
    Change vs previous 13F +30 shares

    0.24% of the 13F portfolio, value $559,809.

    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).

  5. period ended2025-06-30
    13F 4,395 shares
    Change vs previous 13F -207 shares

    0.26% of the 13F portfolio, value $512,502.

    13F-HR 0001085146-25-003799 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).

  6. period ended2025-03-31
    13F 4,602 shares
    Change vs previous 13F +152 shares

    0.26% of the 13F portfolio, value $446,208.

    13F-HR 0001085146-25-002078 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).

  7. period ended2024-12-31
    13F 4,450 shares
    Change vs previous 13F -407 shares

    0.28% of the 13F portfolio, value $511,662.

    13F-HR 0001085146-25-000654 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).

  8. period ended2024-09-30
    13F 4,857 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $528,392.

    13F-HR 0001085146-24-004869 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).