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Disclosery

James T. Borello RIA: TDVG position timeline

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

James T. Borello RIA held 339,643 TDVG 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 339,643 shares
    Change vs previous 13F +5,593 shares

    3.4% of the 13F portfolio, value $16,391,186.

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

  2. period ended2026-06-30
    13F 334,050 shares
    Change vs previous 13F +1,500 shares

    3.54% of the 13F portfolio, value $16,378,484.

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

  3. period ended2026-03-31
    13F 332,550 shares
    Change vs previous 13F +4,364 shares

    3.76% of the 13F portfolio, value $14,841,720.

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

  4. period ended2025-12-31
    13F 328,186 shares
    Change vs previous 13F -1,016 shares

    3.8% of the 13F portfolio, value $14,758,542.

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

  5. period ended2025-09-30
    13F 329,202 shares
    Change vs previous 13F +4,040 shares

    3.92% of the 13F portfolio, value $14,471,720.

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

  6. period ended2025-06-30
    13F 325,162 shares
    Change vs previous 13F -570 shares

    4.02% of the 13F portfolio, value $13,780,386.

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

  7. period ended2025-03-31
    13F 325,732 shares
    Change vs previous 13F -45 shares

    4.22% of the 13F portfolio, value $13,159,562.

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

  8. period ended2024-12-31
    13F 325,777 shares
    Change vs previous 13F not available

    4.81% of the 13F portfolio, value $12,897,496.

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