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Disclosery

James T. Borello RIA: AVUV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of James T. Borello RIA on AVUV, newest first. How the timeline and the estimate are built.

James T. Borello RIA held 19,319 AVUV shares at 2026-09-30 per its 13F-HR filed 2026-10-16.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 19,319 shares
    Change vs previous 13F +1,343 shares

    0.47% of the 13F portfolio, value $2,275,242.

    13F-HR 0002157919-26-000001 filed by James T. Borello RIA
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,976 shares
    Change vs previous 13F +516 shares

    0.48% of the 13F portfolio, value $2,242,662.

    13F-HR 0002157919-26-000015 filed by James T. Borello RIA
    Accepted , ingested

  3. period ended2026-03-31
    13F 17,460 shares
    Change vs previous 13F +13 shares

    0.49% of the 13F portfolio, value $1,928,838.

    13F-HR 0002157919-26-000014 filed by James T. Borello RIA
    Accepted , ingested

  4. period ended2025-12-31
    13F 17,447 shares
    Change vs previous 13F -1,178 shares

    0.46% of the 13F portfolio, value $1,779,237.

    13F-HR 0002157919-26-000013 filed by James T. Borello RIA
    Accepted , ingested

  5. period ended2025-09-30
    13F 18,625 shares
    Change vs previous 13F +1,345 shares

    0.5% of the 13F portfolio, value $1,853,791.

    13F-HR 0002157919-26-000012 filed by James T. Borello RIA
    Accepted , ingested

  6. period ended2025-06-30
    13F 17,280 shares
    Change vs previous 13F +998 shares

    0.46% of the 13F portfolio, value $1,574,237.

    13F-HR 0002157919-26-000011 filed by James T. Borello RIA
    Accepted , ingested

  7. period ended2025-03-31
    13F 16,282 shares
    Change vs previous 13F +96 shares

    0.46% of the 13F portfolio, value $1,419,290.

    13F-HR 0002157919-26-000010 filed by James T. Borello RIA
    Accepted , ingested

  8. period ended2024-12-31
    13F 16,186 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,562,399.

    13F-HR 0002157919-26-000009 filed by James T. Borello RIA
    Accepted , ingested