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Disclosery

James T. Borello RIA: FV position timeline

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

James T. Borello RIA held 5,658 FV 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 5,658 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $415,269.

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

  2. period ended2026-06-30
    13F 5,658 shares
    Change vs previous 13F -88 shares

    0.09% of the 13F portfolio, value $429,329.

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

  3. period ended2026-03-31
    13F 5,746 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $347,274.

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

  4. period ended2025-12-31
    13F 5,746 shares
    Change vs previous 13F -253 shares

    0.09% of the 13F portfolio, value $361,537.

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

  5. period ended2025-09-30
    13F 5,999 shares
    Change vs previous 13F -1,104 shares

    0.1% of the 13F portfolio, value $371,458.

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

  6. period ended2025-06-30
    13F 7,103 shares
    Change vs previous 13F -98 shares

    0.12% of the 13F portfolio, value $420,924.

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

  7. period ended2025-03-31
    13F 7,201 shares
    Change vs previous 13F -174 shares

    0.13% of the 13F portfolio, value $395,047.

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

  8. period ended2024-12-31
    13F 7,375 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $435,568.

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