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Disclosery

Barton Investment Management: TROW position timeline

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

Barton Investment Management held 14,040 TROW 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 14,040 shares
    Change vs previous 13F -2,400 shares

    0.22% of the 13F portfolio, value $1,596,208.

    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 16,440 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $1,481,902.

    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 16,440 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $1,683,128.

    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 16,440 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $1,687,402.

    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 16,440 shares
    Change vs previous 13F -730 shares

    0.16% of the 13F portfolio, value $1,586,460.

    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 17,170 shares
    Change vs previous 13F -1,086 shares

    0.19% of the 13F portfolio, value $1,577,408.

    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 18,256 shares
    Change vs previous 13F -420 shares

    0.22% of the 13F portfolio, value $2,064,572.

    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 18,676 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,034,377.

    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).