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Disclosery

James T. Borello RIA: SPTM position timeline

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

James T. Borello RIA held 277,223 SPTM 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 277,223 shares
    Change vs previous 13F -3,058 shares

    5.3% of the 13F portfolio, value $25,518,388.

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

  2. period ended2026-06-30
    13F 280,281 shares
    Change vs previous 13F -3,535 shares

    5.49% of the 13F portfolio, value $25,446,667.

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

  3. period ended2026-03-31
    13F 283,816 shares
    Change vs previous 13F -637 shares

    5.68% of the 13F portfolio, value $22,438,493.

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

  4. period ended2025-12-31
    13F 284,453 shares
    Change vs previous 13F -5,131 shares

    6.05% of the 13F portfolio, value $23,467,346.

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

  5. period ended2025-09-30
    13F 289,584 shares
    Change vs previous 13F -9,015 shares

    6.32% of the 13F portfolio, value $23,354,917.

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

  6. period ended2025-06-30
    13F 298,599 shares
    Change vs previous 13F -7,047 shares

    6.52% of the 13F portfolio, value $22,362,114.

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

  7. period ended2025-03-31
    13F 305,646 shares
    Change vs previous 13F -6,573 shares

    6.67% of the 13F portfolio, value $20,786,988.

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

  8. period ended2024-12-31
    13F 312,219 shares
    Change vs previous 13F not available

    8.31% of the 13F portfolio, value $22,301,781.

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