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Disclosery

James T. Borello RIA: FDL position timeline

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

James T. Borello RIA held 8,319 FDL 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 8,319 shares
    Change vs previous 13F -25 shares

    0.08% of the 13F portfolio, value $408,546.

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

  2. period ended2026-06-30
    13F 8,344 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $406,019.

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

  3. period ended2026-03-31
    13F 8,344 shares
    Change vs previous 13F -2,400 shares

    0.11% of the 13F portfolio, value $423,875.

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

  4. period ended2025-12-31
    13F 10,744 shares
    Change vs previous 13F -114 shares

    0.12% of the 13F portfolio, value $476,389.

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

  5. period ended2025-09-30
    13F 10,858 shares
    Change vs previous 13F -118 shares

    0.13% of the 13F portfolio, value $471,346.

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

  6. period ended2025-06-30
    13F 10,976 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $459,565.

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

  7. period ended2025-03-31
    13F 10,976 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $476,797.

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

  8. period ended2024-12-31
    13F 10,976 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $441,894.

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