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Disclosery

James T. Borello RIA: SPYM position timeline

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

James T. Borello RIA held 4,054 SPYM 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 4,054 shares
    Change vs previous 13F +126 shares

    0.08% of the 13F portfolio, value $363,887.

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

  2. period ended2026-06-30
    13F 3,928 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $345,193.

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

  3. period ended2026-03-31
    13F 3,928 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $300,649.

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

  4. period ended2025-12-31
    13F 3,928 shares
    Change vs previous 13F -47 shares

    0.08% of the 13F portfolio, value $315,104.

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

  5. period ended2025-09-30
    13F 3,975 shares
    Change vs previous 13F -463 shares

    0.08% of the 13F portfolio, value $311,402.

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

  6. period ended2025-06-30
    13F 4,438 shares
    Change vs previous 13F -2,030 shares

    0.09% of the 13F portfolio, value $322,598.

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

  7. period ended2025-03-31
    13F 6,468 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $425,336.

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

  8. period ended2024-12-31
    13F 6,468 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $445,904.

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