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Disclosery

James T. Borello RIA: IVV position timeline

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

James T. Borello RIA held 640 IVV 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 640 shares
    Change vs previous 13F +216 shares

    0.1% of the 13F portfolio, value $490,144.

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

  2. period ended2026-06-30
    13F 424 shares
    Change vs previous 13F -4 shares

    0.07% of the 13F portfolio, value $317,529.

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

  3. period ended2026-03-31
    13F 428 shares
    Change vs previous 13F -32 shares

    0.07% of the 13F portfolio, value $279,574.

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

  4. period ended2025-12-31
    13F 460 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $315,072.

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

  5. period ended2025-09-30
    13F 460 shares
    Change vs previous 13F -20 shares

    0.08% of the 13F portfolio, value $307,878.

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

  6. period ended2025-06-30
    13F 480 shares
    Change vs previous 13F -37 shares

    0.09% of the 13F portfolio, value $298,032.

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

  7. period ended2025-03-31
    13F 517 shares
    Change vs previous 13F -22 shares

    0.09% of the 13F portfolio, value $290,502.

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

  8. period ended2024-12-31
    13F 539 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $317,299.

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