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Disclosery

James T. Borello RIA: SPYV position timeline

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

James T. Borello RIA held 54,709 SPYV 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 54,709 shares
    Change vs previous 13F +13,577 shares

    0.69% of the 13F portfolio, value $3,344,360.

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

  2. period ended2026-06-30
    13F 41,132 shares
    Change vs previous 13F +4,590 shares

    0.54% of the 13F portfolio, value $2,500,414.

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

  3. period ended2026-03-31
    13F 36,542 shares
    Change vs previous 13F +392 shares

    0.52% of the 13F portfolio, value $2,067,546.

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

  4. period ended2025-12-31
    13F 36,150 shares
    Change vs previous 13F +545 shares

    0.53% of the 13F portfolio, value $2,053,657.

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

  5. period ended2025-09-30
    13F 35,605 shares
    Change vs previous 13F -718 shares

    0.53% of the 13F portfolio, value $1,970,039.

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

  6. period ended2025-06-30
    13F 36,323 shares
    Change vs previous 13F -2,153 shares

    0.55% of the 13F portfolio, value $1,901,146.

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

  7. period ended2025-03-31
    13F 38,476 shares
    Change vs previous 13F -383 shares

    0.63% of the 13F portfolio, value $1,964,969.

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

  8. period ended2024-12-31
    13F 38,859 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,987,249.

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