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Disclosery

James T. Borello RIA: RDVI position timeline

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

James T. Borello RIA held 215,807 RDVI 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 215,807 shares
    Change vs previous 13F +58,840 shares

    1.25% of the 13F portfolio, value $6,016,692.

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

  2. period ended2026-06-30
    13F 156,967 shares
    Change vs previous 13F +6,778 shares

    1% of the 13F portfolio, value $4,614,836.

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

  3. period ended2026-03-31
    13F 150,189 shares
    Change vs previous 13F +2,249 shares

    0.97% of the 13F portfolio, value $3,837,335.

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

  4. period ended2025-12-31
    13F 147,940 shares
    Change vs previous 13F +3,255 shares

    1% of the 13F portfolio, value $3,881,934.

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

  5. period ended2025-09-30
    13F 144,685 shares
    Change vs previous 13F +14,832 shares

    1.01% of the 13F portfolio, value $3,740,107.

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

  6. period ended2025-06-30
    13F 129,853 shares
    Change vs previous 13F +34,133 shares

    0.93% of the 13F portfolio, value $3,208,658.

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

  7. period ended2025-03-31
    13F 95,720 shares
    Change vs previous 13F +60,571 shares

    0.73% of the 13F portfolio, value $2,270,488.

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

  8. period ended2024-12-31
    13F 35,149 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $852,007.

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