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James T. Borello RIA: BRK-B position timeline

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

James T. Borello RIA held 4,769 BRK-B 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 4,769 shares
    Change vs previous 13F +38 shares

    0.49% of the 13F portfolio, value $2,374,699.

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

  2. period ended2026-06-30
    13F 4,731 shares
    Change vs previous 13F -91 shares

    0.51% of the 13F portfolio, value $2,367,345.

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

  3. period ended2026-03-31
    13F 4,822 shares
    Change vs previous 13F +268 shares

    0.58% of the 13F portfolio, value $2,310,702.

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

  4. period ended2025-12-31
    13F 4,554 shares
    Change vs previous 13F +62 shares

    0.59% of the 13F portfolio, value $2,289,068.

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

  5. period ended2025-09-30
    13F 4,492 shares
    Change vs previous 13F +214 shares

    0.61% of the 13F portfolio, value $2,258,308.

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

  6. period ended2025-06-30
    13F 4,278 shares
    Change vs previous 13F +8 shares

    0.61% of the 13F portfolio, value $2,078,124.

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

  7. period ended2025-03-31
    13F 4,270 shares
    Change vs previous 13F +38 shares

    0.73% of the 13F portfolio, value $2,274,117.

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

  8. period ended2024-12-31
    13F 4,232 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,918,281.

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