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Disclosery

James T. Borello RIA: DFAS position timeline

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

James T. Borello RIA held 175,804 DFAS 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 175,804 shares
    Change vs previous 13F +12,960 shares

    2.83% of the 13F portfolio, value $13,610,707.

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

  2. period ended2026-06-30
    13F 162,844 shares
    Change vs previous 13F +17,828 shares

    2.9% of the 13F portfolio, value $13,408,575.

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

  3. period ended2026-03-31
    13F 145,016 shares
    Change vs previous 13F +8,188 shares

    2.61% of the 13F portfolio, value $10,314,988.

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

  4. period ended2025-12-31
    13F 136,828 shares
    Change vs previous 13F +11,503 shares

    2.46% of the 13F portfolio, value $9,532,807.

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

  5. period ended2025-09-30
    13F 125,325 shares
    Change vs previous 13F +18,339 shares

    2.32% of the 13F portfolio, value $8,579,750.

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

  6. period ended2025-06-30
    13F 106,986 shares
    Change vs previous 13F -16,685 shares

    1.99% of the 13F portfolio, value $6,816,078.

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

  7. period ended2025-03-31
    13F 123,671 shares
    Change vs previous 13F +7,764 shares

    2.37% of the 13F portfolio, value $7,389,336.

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

  8. period ended2024-12-31
    13F 115,907 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $7,543,214.

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