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Disclosery

James T. Borello RIA: POCT position timeline

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

James T. Borello RIA held 57,933 POCT 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 57,933 shares
    Change vs previous 13F -4,307 shares

    0.58% of the 13F portfolio, value $2,774,429.

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

  2. period ended2026-06-30
    13F 62,240 shares
    Change vs previous 13F -8,086 shares

    0.62% of the 13F portfolio, value $2,888,558.

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

  3. period ended2026-03-31
    13F 70,326 shares
    Change vs previous 13F +9,015 shares

    0.77% of the 13F portfolio, value $3,031,754.

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

  4. period ended2025-12-31
    13F 61,311 shares
    Change vs previous 13F +30,779 shares

    0.69% of the 13F portfolio, value $2,692,779.

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

  5. period ended2025-09-30
    13F 30,532 shares
    Change vs previous 13F +3,019 shares

    0.36% of the 13F portfolio, value $1,315,929.

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

  6. period ended2025-06-30
    13F 27,513 shares
    Change vs previous 13F -905 shares

    0.33% of the 13F portfolio, value $1,136,287.

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

  7. period ended2025-03-31
    13F 28,418 shares
    Change vs previous 13F -1,763 shares

    0.35% of the 13F portfolio, value $1,104,039.

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

  8. period ended2024-12-31
    13F 30,181 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,194,154.

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