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Disclosery

James T. Borello RIA: SPEM position timeline

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

James T. Borello RIA held 114,394 SPEM 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 114,394 shares
    Change vs previous 13F +6,624 shares

    1.23% of the 13F portfolio, value $5,921,008.

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

  2. period ended2026-06-30
    13F 107,770 shares
    Change vs previous 13F +10,570 shares

    1.21% of the 13F portfolio, value $5,580,305.

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

  3. period ended2026-03-31
    13F 97,200 shares
    Change vs previous 13F +1,793 shares

    1.15% of the 13F portfolio, value $4,559,640.

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

  4. period ended2025-12-31
    13F 95,407 shares
    Change vs previous 13F +3,374 shares

    1.15% of the 13F portfolio, value $4,465,990.

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

  5. period ended2025-09-30
    13F 92,033 shares
    Change vs previous 13F +1,351 shares

    1.17% of the 13F portfolio, value $4,308,071.

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

  6. period ended2025-06-30
    13F 90,682 shares
    Change vs previous 13F +6,942 shares

    1.13% of the 13F portfolio, value $3,875,754.

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

  7. period ended2025-03-31
    13F 83,740 shares
    Change vs previous 13F +4,226 shares

    1.06% of the 13F portfolio, value $3,296,837.

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

  8. period ended2024-12-31
    13F 79,514 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $3,050,945.

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