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Disclosery

James T. Borello RIA: RDVY position timeline

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

James T. Borello RIA held 138,256 RDVY 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 138,256 shares
    Change vs previous 13F +27,202 shares

    2.25% of the 13F portfolio, value $10,824,058.

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

  2. period ended2026-06-30
    13F 111,054 shares
    Change vs previous 13F +13,559 shares

    1.94% of the 13F portfolio, value $9,002,020.

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

  3. period ended2026-03-31
    13F 97,495 shares
    Change vs previous 13F +675 shares

    1.68% of the 13F portfolio, value $6,656,980.

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

  4. period ended2025-12-31
    13F 96,820 shares
    Change vs previous 13F +2,949 shares

    1.73% of the 13F portfolio, value $6,726,070.

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

  5. period ended2025-09-30
    13F 93,871 shares
    Change vs previous 13F +14,486 shares

    1.71% of the 13F portfolio, value $6,313,731.

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

  6. period ended2025-06-30
    13F 79,385 shares
    Change vs previous 13F +2,127 shares

    1.45% of the 13F portfolio, value $4,980,623.

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

  7. period ended2025-03-31
    13F 77,258 shares
    Change vs previous 13F +1,705 shares

    1.45% of the 13F portfolio, value $4,522,683.

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

  8. period ended2024-12-31
    13F 75,553 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $4,468,204.

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