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Mallini Complete Financial Planning LLC: ESGV position timeline

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

Mallini Complete Financial Planning LLC held 29,024 ESGV 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 29,024 shares
    Change vs previous 13F -130 shares

    2.76% of the 13F portfolio, value $3,933,722.

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

  2. period ended2026-06-30
    13F 29,154 shares
    Change vs previous 13F -225 shares

    2.75% of the 13F portfolio, value $3,855,324.

    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 29,379 shares
    Change vs previous 13F +1,931 shares

    2.61% of the 13F portfolio, value $3,298,380.

    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 27,448 shares
    Change vs previous 13F -855 shares

    2.67% of the 13F portfolio, value $3,320,110.

    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 28,303 shares
    Change vs previous 13F -1,050 shares

    2.73% of the 13F portfolio, value $3,352,207.

    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 29,353 shares
    Change vs previous 13F +2,322 shares

    4.07% of the 13F portfolio, value $3,218,263.

    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 27,031 shares
    Change vs previous 13F -6,470 shares

    2.53% of the 13F portfolio, value $2,647,686.

    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 33,501 shares
    Change vs previous 13F not available

    3.34% of the 13F portfolio, value $3,513,920.

    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).