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Buttonwood Financial Group, LLC: SPYV position timeline

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

Buttonwood Financial Group, LLC held 82,380 SPYV 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 82,380 shares
    Change vs previous 13F -102,893 shares

    2.86% of the 13F portfolio, value $5,007,937.

    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 185,273 shares
    Change vs previous 13F -5,173 shares

    6.45% of the 13F portfolio, value $10,482,735.

    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 190,446 shares
    Change vs previous 13F +86,786 shares

    5.89% of the 13F portfolio, value $11,087,765.

    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 103,660 shares
    Change vs previous 13F +1,129 shares

    2.49% of the 13F portfolio, value $5,776,968.

    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 102,531 shares
    Change vs previous 13F +2,042 shares

    2.75% of the 13F portfolio, value $5,416,716.

    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 100,489 shares
    Change vs previous 13F +100,489 shares

    2.77% of the 13F portfolio, value $4,731,025.

    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 ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    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).

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