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Disclosery

James T. Borello RIA: SPYG position timeline

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

James T. Borello RIA held 285,674 SPYG 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 285,674 shares
    Change vs previous 13F +17,059 shares

    7.3% of the 13F portfolio, value $35,160,696.

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

  2. period ended2026-06-30
    13F 268,615 shares
    Change vs previous 13F -623 shares

    6.9% of the 13F portfolio, value $31,962,509.

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

  3. period ended2026-03-31
    13F 269,238 shares
    Change vs previous 13F -165 shares

    6.67% of the 13F portfolio, value $26,361,096.

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

  4. period ended2025-12-31
    13F 269,403 shares
    Change vs previous 13F -893 shares

    7.41% of the 13F portfolio, value $28,745,285.

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

  5. period ended2025-09-30
    13F 270,296 shares
    Change vs previous 13F -2,675 shares

    7.64% of the 13F portfolio, value $28,248,602.

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

  6. period ended2025-06-30
    13F 272,971 shares
    Change vs previous 13F -696 shares

    7.58% of the 13F portfolio, value $26,019,577.

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

  7. period ended2025-03-31
    13F 273,667 shares
    Change vs previous 13F -1,583 shares

    7.06% of the 13F portfolio, value $21,994,607.

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

  8. period ended2024-12-31
    13F 275,250 shares
    Change vs previous 13F not available

    9.02% of the 13F portfolio, value $24,194,465.

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