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Disclosery

James T. Borello RIA: BFRZ position timeline

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

James T. Borello RIA held 8,989 BFRZ 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 8,989 shares
    Change vs previous 13F -1,108 shares

    0.05% of the 13F portfolio, value $243,346.

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

  2. period ended2026-06-30
    13F 10,097 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $272,922.

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

  3. period ended2026-03-31
    13F 10,097 shares
    Change vs previous 13F -594 shares

    0.07% of the 13F portfolio, value $266,157.

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

  4. period ended2025-12-31
    13F 10,691 shares
    Change vs previous 13F +10,691 shares

    0.07% of the 13F portfolio, value $286,893.

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

  5. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -13,172 shares

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-06-30
    13F 13,172 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $334,445.

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