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Disclosery

Barton Investment Management: AVGO position timeline

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

Barton Investment Management held 965 AVGO 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 965 shares
    Change vs previous 13F -30 shares

    0.05% of the 13F portfolio, value $364,569.

    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 995 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $307,995.

    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 995 shares
    Change vs previous 13F -32 shares

    0.04% of the 13F portfolio, value $344,406.

    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 1,027 shares
    Change vs previous 13F -13 shares

    0.03% of the 13F portfolio, value $338,853.

    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 1,040 shares
    Change vs previous 13F +1,040 shares

    0.03% of the 13F portfolio, value $286,705.

    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 0 shares
    Change vs previous 13F -1,075 shares

    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).

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

  7. period ended2024-12-31
    13F 1,075 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $249,253.

    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).