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Disclosery

James T. Borello RIA: BAC position timeline

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

James T. Borello RIA held 2,743 BAC 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 2,743 shares
    Change vs previous 13F +362 shares

    0.03% of the 13F portfolio, value $149,302.

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

  2. period ended2026-06-30
    13F 2,381 shares
    Change vs previous 13F +908 shares

    0.03% of the 13F portfolio, value $135,669.

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

  3. period ended2026-03-31
    13F 1,473 shares
    Change vs previous 13F -150 shares

    0.02% of the 13F portfolio, value $71,809.

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

  4. period ended2025-12-31
    13F 1,623 shares
    Change vs previous 13F +533 shares

    0.02% of the 13F portfolio, value $89,265.

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

  5. period ended2025-09-30
    13F 1,090 shares
    Change vs previous 13F +755 shares

    0.02% of the 13F portfolio, value $56,233.

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

  6. period ended2025-06-30
    13F 335 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $15,852.

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

  7. period ended2025-03-31
    13F 335 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $13,980.

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

  8. period ended2024-12-31
    13F 335 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $14,723.

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