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Disclosery

James T. Borello RIA: BNY position timeline

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

James T. Borello RIA held 7,575 BNY 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 7,575 shares
    Change vs previous 13F +27 shares

    0.23% of the 13F portfolio, value $1,095,551.

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

  2. period ended2026-06-30
    13F 7,548 shares
    Change vs previous 13F +89 shares

    0.24% of the 13F portfolio, value $1,091,471.

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

  3. period ended2026-03-31
    13F 7,459 shares
    Change vs previous 13F +41 shares

    0.22% of the 13F portfolio, value $884,892.

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

  4. period ended2025-12-31
    13F 7,418 shares
    Change vs previous 13F +119 shares

    0.22% of the 13F portfolio, value $861,203.

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

  5. period ended2025-09-30
    13F 7,299 shares
    Change vs previous 13F +130 shares

    0.22% of the 13F portfolio, value $795,313.

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

  6. period ended2025-06-30
    13F 7,169 shares
    Change vs previous 13F +40 shares

    0.19% of the 13F portfolio, value $653,186.

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

  7. period ended2025-03-31
    13F 7,129 shares
    Change vs previous 13F +39 shares

    0.19% of the 13F portfolio, value $597,868.

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

  8. period ended2024-12-31
    13F 7,090 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $544,737.

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