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Disclosery

Barton Investment Management: SPY position timeline

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

Barton Investment Management held 839 SPY 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 839 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $626,541.

    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 839 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $545,636.

    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 839 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $572,131.

    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 839 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $558,926.

    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 839 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $518,377.

    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 839 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $469,329.

    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 839 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $491,722.

    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 839 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $481,385.

    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).