Back to AVPT

James T. Borello RIA → AVPT

James T. Borello RIA AVPT Position History

AvePoint, Inc. • Technology

Quarters held
3
Latest value
$7K
Q3 2026
Peak value
$7K
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$276
Q2 2026$6K
Q3 2026$7K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7K525——
Q2 2026$6K525——
Q1 2026$27629——

Other funds holding AVPT

Other James T. Borello RIA positions

COF-PN

CAPITAL GROUP CORE EQUITY ET

$44M
COF-PN

CAPITAL GROUP CORE EQUITY ET

$42.7M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$42.3M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$40M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$40M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$38.6M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$38.1M
COF-PN

CAPITAL GROUP CORE EQUITY ET

$35.9M