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Disclosery

James T. Borello RIA: UPS position timeline

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

James T. Borello RIA held 128 UPS 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 128 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $11,960.

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

  2. period ended2026-06-30
    13F 126 shares
    Change vs previous 13F -21 shares

    <0.01% of the 13F portfolio, value $13,545.

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

  3. period ended2026-03-31
    13F 147 shares
    Change vs previous 13F +22 shares

    <0.01% of the 13F portfolio, value $14,462.

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

  4. period ended2025-12-31
    13F 125 shares
    Change vs previous 13F +98 shares

    <0.01% of the 13F portfolio, value $12,399.

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

  5. period ended2025-09-30
    13F 27 shares
    Change vs previous 13F +27 shares

    <0.01% of the 13F portfolio, value $2,255.

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

  6. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -20 shares

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 20 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,522.

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