Skip to content
Disclosery

James T. Borello RIA: UBS position timeline

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

James T. Borello RIA held 1,862 UBS 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 1,862 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $89,618.

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

  2. period ended2026-06-30
    13F 1,862 shares
    Change vs previous 13F +13 shares

    0.02% of the 13F portfolio, value $92,281.

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

  3. period ended2026-03-31
    13F 1,849 shares
    Change vs previous 13F +1,654 shares

    0.02% of the 13F portfolio, value $72,240.

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

  4. period ended2025-12-31
    13F 195 shares
    Change vs previous 13F +24 shares

    <0.01% of the 13F portfolio, value $9,030.

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

  5. period ended2025-09-30
    13F 171 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,011.

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