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Disclosery

James T. Borello RIA: SPSM position timeline

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

James T. Borello RIA held 113,137 SPSM 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 113,137 shares
    Change vs previous 13F -81 shares

    1.24% of the 13F portfolio, value $5,980,412.

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

  2. period ended2026-06-30
    13F 113,218 shares
    Change vs previous 13F -1,330 shares

    1.41% of the 13F portfolio, value $6,529,301.

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

  3. period ended2026-03-31
    13F 114,548 shares
    Change vs previous 13F -785 shares

    1.4% of the 13F portfolio, value $5,534,935.

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

  4. period ended2025-12-31
    13F 115,333 shares
    Change vs previous 13F -2,917 shares

    1.39% of the 13F portfolio, value $5,404,496.

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

  5. period ended2025-09-30
    13F 118,250 shares
    Change vs previous 13F -9,044 shares

    1.48% of the 13F portfolio, value $5,477,321.

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

  6. period ended2025-06-30
    13F 127,294 shares
    Change vs previous 13F -804 shares

    1.58% of the 13F portfolio, value $5,422,737.

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

  7. period ended2025-03-31
    13F 128,098 shares
    Change vs previous 13F +16 shares

    1.68% of the 13F portfolio, value $5,221,274.

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

  8. period ended2024-12-31
    13F 128,082 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $5,753,443.

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