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Mallini Complete Financial Planning LLC: CRD-A position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mallini Complete Financial Planning LLC on CRD-A, newest first. How the timeline and the estimate are built.

Mallini Complete Financial Planning LLC held 130,687 CRD-A shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 130,687 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $1,630,973.

    13F-HR 0002049540-26-000006 filed by Mallini Complete Financial Planning LLC
    Accepted , ingested