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Buttonwood Financial Group, LLC: FDLO position timeline

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

Buttonwood Financial Group, LLC held 8,988 FDLO 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 8,988 shares
    Change vs previous 13F +590 shares

    0.35% of the 13F portfolio, value $614,194.

    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 8,398 shares
    Change vs previous 13F +522 shares

    0.33% of the 13F portfolio, value $542,427.

    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 7,876 shares
    Change vs previous 13F -1,206 shares

    0.28% of the 13F portfolio, value $533,839.

    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 9,082 shares
    Change vs previous 13F -75 shares

    0.26% of the 13F portfolio, value $600,226.

    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 9,157 shares
    Change vs previous 13F +256 shares

    0.29% of the 13F portfolio, value $578,718.

    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 8,901 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $507,806.

    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).