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James T. Borello RIA: PSEP position timeline

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

James T. Borello RIA held 18,218 PSEP 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 18,218 shares
    Change vs previous 13F -4,337 shares

    0.18% of the 13F portfolio, value $853,682.

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

  2. period ended2026-06-30
    13F 22,555 shares
    Change vs previous 13F -2,106 shares

    0.22% of the 13F portfolio, value $1,038,658.

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

  3. period ended2026-03-31
    13F 24,661 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,061,903.

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

  4. period ended2025-12-31
    13F 24,661 shares
    Change vs previous 13F -772 shares

    0.28% of the 13F portfolio, value $1,078,139.

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

  5. period ended2025-09-30
    13F 25,433 shares
    Change vs previous 13F +11,548 shares

    0.3% of the 13F portfolio, value $1,092,347.

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

  6. period ended2025-06-30
    13F 13,885 shares
    Change vs previous 13F -622 shares

    0.17% of the 13F portfolio, value $567,758.

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

  7. period ended2025-03-31
    13F 14,507 shares
    Change vs previous 13F +253 shares

    0.18% of the 13F portfolio, value $557,214.

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

  8. period ended2024-12-31
    13F 14,254 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $557,122.

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