Barton Investment Management quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Barton Investment Management opened 2 positions, added to 1, reduced 0, sold out of 1 and left 4 unchanged. The largest increase in value was TBLL (+$2,056,504); the largest decrease was TBLL (-$2,156,387).
- TBLL: Country of operation —; Class SHORT TERM ETF; Shares 2026-03-31 0; Shares 2026-06-30 19,480.
- SMH: Country of operation —; Class SEMICONDUCTR ETF; Shares 2026-03-31 0; Shares 2026-06-30 410.
Two Form 13F-HR filings compared (SEC CIK 1387818): 2026-03-31 (filed 2026-04-20) and 2026-06-30 (filed 2026-07-20). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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