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Disclosery

James T. Borello RIA: UBSI position timeline

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

James T. Borello RIA held 135 UBSI 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 135 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $6,202.

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

  2. period ended2026-06-30
    13F 135 shares
    Change vs previous 13F +4 shares

    <0.01% of the 13F portfolio, value $6,187.

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

  3. period ended2026-03-31
    13F 131 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,426.

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