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Disclosery

Barton Investment Management: SYM position timeline

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

Barton Investment Management held 53,460 SYM 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 53,460 shares
    Change vs previous 13F +16,647 shares

    0.33% of the 13F portfolio, value $2,403,027.

    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 36,813 shares
    Change vs previous 13F +6,155 shares

    0.25% of the 13F portfolio, value $1,958,452.

    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 30,658 shares
    Change vs previous 13F +233 shares

    0.2% of the 13F portfolio, value $1,824,151.

    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 30,425 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,639,908.

    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).