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Disclosery

James T. Borello RIA: SPDW position timeline

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

James T. Borello RIA held 599,947 SPDW 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 599,947 shares
    Change vs previous 13F +63,059 shares

    6.25% of the 13F portfolio, value $30,123,357.

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

  2. period ended2026-06-30
    13F 536,888 shares
    Change vs previous 13F +15,069 shares

    5.84% of the 13F portfolio, value $27,053,797.

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

  3. period ended2026-03-31
    13F 521,819 shares
    Change vs previous 13F +6,739 shares

    6.03% of the 13F portfolio, value $23,821,052.

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

  4. period ended2025-12-31
    13F 515,080 shares
    Change vs previous 13F -196 shares

    5.89% of the 13F portfolio, value $22,874,702.

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

  5. period ended2025-09-30
    13F 515,276 shares
    Change vs previous 13F -2,853 shares

    5.97% of the 13F portfolio, value $22,048,668.

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

  6. period ended2025-06-30
    13F 518,129 shares
    Change vs previous 13F +4,625 shares

    6.11% of the 13F portfolio, value $20,979,050.

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

  7. period ended2025-03-31
    13F 513,504 shares
    Change vs previous 13F +10,693 shares

    6% of the 13F portfolio, value $18,696,696.

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

  8. period ended2024-12-31
    13F 502,811 shares
    Change vs previous 13F not available

    6.4% of the 13F portfolio, value $17,160,954.

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