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Disclosery

Buttonwood Financial Group, LLC: SPYM position timeline

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

Buttonwood Financial Group, LLC held 261,338 SPYM 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 261,338 shares
    Change vs previous 13F +42,449 shares

    13.13% of the 13F portfolio, value $22,966,460.

    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 218,889 shares
    Change vs previous 13F -277,852 shares

    10.31% of the 13F portfolio, value $16,753,806.

    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 496,741 shares
    Change vs previous 13F -184,952 shares

    21.56% of the 13F portfolio, value $40,563,890.

    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 681,693 shares
    Change vs previous 13F +339,834 shares

    23.17% of the 13F portfolio, value $53,663,006.

    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 341,859 shares
    Change vs previous 13F -142,507 shares

    12.67% of the 13F portfolio, value $24,966,132.

    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 484,366 shares
    Change vs previous 13F -47,826 shares

    17.52% of the 13F portfolio, value $29,885,501.

    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 532,192 shares
    Change vs previous 13F +4,153 shares

    21.08% of the 13F portfolio, value $38,057,064.

    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 528,039 shares
    Change vs previous 13F not available

    21.39% of the 13F portfolio, value $35,647,879.

    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).