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Mallini Complete Financial Planning LLC: EAGG position timeline

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

Mallini Complete Financial Planning LLC held 66,590 EAGG 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 66,590 shares
    Change vs previous 13F +1,896 shares

    2.11% of the 13F portfolio, value $3,013,226.

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

  2. period ended2026-06-30
    13F 64,694 shares
    Change vs previous 13F +752 shares

    2.19% of the 13F portfolio, value $3,067,142.

    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 63,942 shares
    Change vs previous 13F +4,850 shares

    2.41% of the 13F portfolio, value $3,040,442.

    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 59,092 shares
    Change vs previous 13F +4,799 shares

    2.27% of the 13F portfolio, value $2,827,552.

    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 54,293 shares
    Change vs previous 13F -376 shares

    2.12% of the 13F portfolio, value $2,607,693.

    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 54,669 shares
    Change vs previous 13F +12,624 shares

    3.28% of the 13F portfolio, value $2,598,964.

    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 42,045 shares
    Change vs previous 13F -12,832 shares

    1.91% of the 13F portfolio, value $1,996,297.

    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 54,877 shares
    Change vs previous 13F not available

    2.42% of the 13F portfolio, value $2,548,488.

    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).