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Disclosery

Buttonwood Financial Group, LLC: QUAL position timeline

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

Buttonwood Financial Group, LLC held 19,285 QUAL 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 19,285 shares
    Change vs previous 13F -253 shares

    2.42% of the 13F portfolio, value $4,231,649.

    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 19,538 shares
    Change vs previous 13F -1,585 shares

    2.31% of the 13F portfolio, value $3,747,539.

    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 21,123 shares
    Change vs previous 13F -5,929 shares

    2.29% of the 13F portfolio, value $4,310,527.

    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 27,052 shares
    Change vs previous 13F -112,996 shares

    2.29% of the 13F portfolio, value $5,297,015.

    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 140,048 shares
    Change vs previous 13F +4,921 shares

    13.05% of the 13F portfolio, value $25,712,876.

    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 135,127 shares
    Change vs previous 13F +13,094 shares

    12.73% of the 13F portfolio, value $21,714,923.

    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 122,033 shares
    Change vs previous 13F +695 shares

    12.44% of the 13F portfolio, value $22,466,141.

    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 121,338 shares
    Change vs previous 13F not available

    13.05% of the 13F portfolio, value $21,756,151.

    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).