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Barton Investment Management: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Barton Investment Management on AAPL, newest first. How the timeline and the estimate are built.

Barton Investment Management held 24,862 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,862 shares
    Change vs previous 13F 0 shares

    0.97% of the 13F portfolio, value $7,194,069.

    13F-HR 0001387818-26-000003 filed by Barton Investment Management
    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 24,862 shares
    Change vs previous 13F -540 shares

    0.79% of the 13F portfolio, value $6,309,727.

    13F-HR 0001387818-26-000002 filed by Barton Investment Management
    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 25,402 shares
    Change vs previous 13F -2,927 shares

    0.74% of the 13F portfolio, value $6,905,788.

    13F-HR 0001387818-26-000001 filed by Barton Investment Management
    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 28,329 shares
    Change vs previous 13F -455 shares

    0.73% of the 13F portfolio, value $7,213,414.

    13F-HR 0001387818-25-000005 filed by Barton Investment Management
    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 28,784 shares
    Change vs previous 13F -410 shares

    0.61% of the 13F portfolio, value $5,905,614.

    13F-HR 0001387818-25-000004 filed by Barton Investment Management
    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 29,194 shares
    Change vs previous 13F 0 shares

    0.8% of the 13F portfolio, value $6,484,864.

    13F-HR 0001387818-25-000002 filed by Barton Investment Management
    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 29,194 shares
    Change vs previous 13F -2,150 shares

    0.78% of the 13F portfolio, value $7,310,762.

    13F-HR 0001387818-25-000001 filed by Barton Investment Management
    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 31,344 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $7,303,152.

    13F-HR 0001387818-24-000005 filed by Barton Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).