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Disclosery

James T. Borello RIA: SPY position timeline

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

James T. Borello RIA held 21,590 SPY 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 21,590 shares
    Change vs previous 13F +48 shares

    3.42% of the 13F portfolio, value $16,464,898.

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

  2. period ended2026-06-30
    13F 21,542 shares
    Change vs previous 13F +36 shares

    3.47% of the 13F portfolio, value $16,087,015.

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

  3. period ended2026-03-31
    13F 21,506 shares
    Change vs previous 13F +18 shares

    3.54% of the 13F portfolio, value $13,985,892.

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

  4. period ended2025-12-31
    13F 21,488 shares
    Change vs previous 13F -381 shares

    3.78% of the 13F portfolio, value $14,652,783.

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

  5. period ended2025-09-30
    13F 21,869 shares
    Change vs previous 13F -97 shares

    3.94% of the 13F portfolio, value $14,568,507.

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

  6. period ended2025-06-30
    13F 21,966 shares
    Change vs previous 13F +47 shares

    3.95% of the 13F portfolio, value $13,571,584.

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

  7. period ended2025-03-31
    13F 21,919 shares
    Change vs previous 13F -38 shares

    3.93% of the 13F portfolio, value $12,261,035.

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

  8. period ended2024-12-31
    13F 21,957 shares
    Change vs previous 13F not available

    4.8% of the 13F portfolio, value $12,868,448.

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