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Mallini Complete Financial Planning LLC: CRF position timeline

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

Mallini Complete Financial Planning LLC held 87,687 CRF 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 87,687 shares
    Change vs previous 13F +2,011 shares

    0.38% of the 13F portfolio, value $540,157.

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

  2. period ended2026-06-30
    13F 85,676 shares
    Change vs previous 13F +6,710 shares

    0.44% of the 13F portfolio, value $615,157.

    13F-HR 0002049540-26-000004 filed by Mallini Complete Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 78,966 shares
    Change vs previous 13F +7,060 shares

    0.43% of the 13F portfolio, value $548,820.

    13F-HR 0002049540-26-000002 filed by Mallini Complete Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 71,906 shares
    Change vs previous 13F +3,358 shares

    0.46% of the 13F portfolio, value $575,968.

    13F-HR 0002049540-26-000001 filed by Mallini Complete Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 68,548 shares
    Change vs previous 13F +4,124 shares

    0.45% of the 13F portfolio, value $551,127.

    13F-HR 0002049540-25-000005 filed by Mallini Complete Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 64,424 shares
    Change vs previous 13F +7,820 shares

    0.63% of the 13F portfolio, value $499,285.

    13F-HR 0002049540-25-000003 filed by Mallini Complete Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 56,604 shares
    Change vs previous 13F +17,055 shares

    0.39% of the 13F portfolio, value $406,415.

    13F-HR 0002049540-25-000002 filed by Mallini Complete Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 39,549 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $343,678.

    13F-HR 0002049540-25-000001 filed by Mallini Complete Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).