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Disclosery

James T. Borello RIA: SGOV position timeline

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

James T. Borello RIA held 10,444 SGOV 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 10,444 shares
    Change vs previous 13F +5,315 shares

    0.22% of the 13F portfolio, value $1,051,499.

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

  2. period ended2026-06-30
    13F 5,129 shares
    Change vs previous 13F +272 shares

    0.11% of the 13F portfolio, value $516,294.

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

  3. period ended2026-03-31
    13F 4,857 shares
    Change vs previous 13F +447 shares

    0.12% of the 13F portfolio, value $488,908.

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

  4. period ended2025-12-31
    13F 4,410 shares
    Change vs previous 13F +1,373 shares

    0.11% of the 13F portfolio, value $442,658.

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

  5. period ended2025-09-30
    13F 3,037 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $305,826.

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