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Disclosery

James T. Borello RIA: MSFT position timeline

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

James T. Borello RIA held 3,834 MSFT 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 3,834 shares
    Change vs previous 13F +371 shares

    0.41% of the 13F portfolio, value $1,966,302.

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

  2. period ended2026-06-30
    13F 3,463 shares
    Change vs previous 13F +71 shares

    0.28% of the 13F portfolio, value $1,291,768.

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

  3. period ended2026-03-31
    13F 3,392 shares
    Change vs previous 13F +648 shares

    0.32% of the 13F portfolio, value $1,255,617.

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

  4. period ended2025-12-31
    13F 2,744 shares
    Change vs previous 13F +535 shares

    0.34% of the 13F portfolio, value $1,327,053.

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

  5. period ended2025-09-30
    13F 2,209 shares
    Change vs previous 13F +850 shares

    0.31% of the 13F portfolio, value $1,144,151.

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

  6. period ended2025-06-30
    13F 1,359 shares
    Change vs previous 13F -95 shares

    0.2% of the 13F portfolio, value $675,980.

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

  7. period ended2025-03-31
    13F 1,454 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $545,817.

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

  8. period ended2024-12-31
    13F 1,454 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $612,861.

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