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Disclosery

James T. Borello RIA: CGDV position timeline

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

James T. Borello RIA held 684,141 CGDV 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 684,141 shares
    Change vs previous 13F +13,072 shares

    6.94% of the 13F portfolio, value $33,420,284.

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

  2. period ended2026-06-30
    13F 671,069 shares
    Change vs previous 13F +239,631 shares

    7.14% of the 13F portfolio, value $33,070,270.

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

  3. period ended2026-03-31
    13F 431,438 shares
    Change vs previous 13F +6,173 shares

    4.64% of the 13F portfolio, value $18,353,361.

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

  4. period ended2025-12-31
    13F 425,265 shares
    Change vs previous 13F +7,390 shares

    4.78% of the 13F portfolio, value $18,558,553.

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

  5. period ended2025-09-30
    13F 417,875 shares
    Change vs previous 13F +65,125 shares

    4.75% of the 13F portfolio, value $17,563,293.

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

  6. period ended2025-06-30
    13F 352,750 shares
    Change vs previous 13F +965 shares

    4.06% of the 13F portfolio, value $13,930,110.

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

  7. period ended2025-03-31
    13F 351,785 shares
    Change vs previous 13F -3,727 shares

    4.02% of the 13F portfolio, value $12,537,634.

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

  8. period ended2024-12-31
    13F 355,512 shares
    Change vs previous 13F not available

    4.67% of the 13F portfolio, value $12,535,370.

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