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James T. Borello RIA: SPMD position timeline

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

James T. Borello RIA held 285,264 SPMD 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 285,264 shares
    Change vs previous 13F +23,063 shares

    3.73% of the 13F portfolio, value $17,983,055.

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

  2. period ended2026-06-30
    13F 262,201 shares
    Change vs previous 13F +23,303 shares

    3.83% of the 13F portfolio, value $17,714,268.

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

  3. period ended2026-03-31
    13F 238,898 shares
    Change vs previous 13F +9,839 shares

    3.58% of the 13F portfolio, value $14,147,547.

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

  4. period ended2025-12-31
    13F 229,059 shares
    Change vs previous 13F +9,124 shares

    3.42% of the 13F portfolio, value $13,264,834.

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

  5. period ended2025-09-30
    13F 219,935 shares
    Change vs previous 13F +13,671 shares

    3.4% of the 13F portfolio, value $12,578,094.

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

  6. period ended2025-06-30
    13F 206,264 shares
    Change vs previous 13F +13,742 shares

    3.27% of the 13F portfolio, value $11,216,641.

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

  7. period ended2025-03-31
    13F 192,522 shares
    Change vs previous 13F +8,009 shares

    3.16% of the 13F portfolio, value $9,853,282.

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

  8. period ended2024-12-31
    13F 184,513 shares
    Change vs previous 13F not available

    3.76% of the 13F portfolio, value $10,091,001.

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