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Disclosery

Buttonwood Financial Group, LLC: IYW position timeline

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

Buttonwood Financial Group, LLC held 0 IYW shares at 2025-12-31 per its 13F-HR filed 2026-01-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -2,271 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 2,271 shares
    Change vs previous 13F -94,528 shares

    0.19% of the 13F portfolio, value $449,277.

    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).

  3. period ended2025-06-30
    13F 96,799 shares
    Change vs previous 13F +23,090 shares

    8.56% of the 13F portfolio, value $16,864,571.

    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).

  4. period ended2025-03-31
    13F 73,709 shares
    Change vs previous 13F +2,577 shares

    5.74% of the 13F portfolio, value $9,792,260.

    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).

  5. period ended2024-12-31
    13F 71,132 shares
    Change vs previous 13F -1,660 shares

    6.49% of the 13F portfolio, value $11,714,518.

    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).

  6. period ended2024-09-30
    13F 72,792 shares
    Change vs previous 13F not available

    6.62% of the 13F portfolio, value $11,036,353.

    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).