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Disclosery

James T. Borello RIA: CGUS position timeline

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

James T. Borello RIA held 989,778 CGUS 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 989,778 shares
    Change vs previous 13F +28,810 shares

    9.14% of the 13F portfolio, value $44,045,130.

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

  2. period ended2026-06-30
    13F 960,968 shares
    Change vs previous 13F +42,171 shares

    9.23% of the 13F portfolio, value $42,743,875.

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

  3. period ended2026-03-31
    13F 918,797 shares
    Change vs previous 13F +27,031 shares

    8.93% of the 13F portfolio, value $35,300,171.

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

  4. period ended2025-12-31
    13F 891,766 shares
    Change vs previous 13F +88,490 shares

    9.25% of the 13F portfolio, value $35,875,730.

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

  5. period ended2025-09-30
    13F 803,276 shares
    Change vs previous 13F +41,370 shares

    8.6% of the 13F portfolio, value $31,761,523.

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

  6. period ended2025-06-30
    13F 761,906 shares
    Change vs previous 13F +35,936 shares

    8.2% of the 13F portfolio, value $28,137,190.

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

  7. period ended2025-03-31
    13F 725,970 shares
    Change vs previous 13F +20,516 shares

    7.78% of the 13F portfolio, value $24,247,391.

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

  8. period ended2024-12-31
    13F 705,454 shares
    Change vs previous 13F not available

    9.2% of the 13F portfolio, value $24,669,720.

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