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Mallini Complete Financial Planning LLC: FLMI position timeline

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

Mallini Complete Financial Planning LLC held 15,757 FLMI 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 15,757 shares
    Change vs previous 13F +165 shares

    0.26% of the 13F portfolio, value $367,465.

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

  2. period ended2026-06-30
    13F 15,592 shares
    Change vs previous 13F +161 shares

    0.28% of the 13F portfolio, value $392,459.

    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 15,431 shares
    Change vs previous 13F +92 shares

    0.3% of the 13F portfolio, value $382,542.

    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 15,339 shares
    Change vs previous 13F +190 shares

    0.31% of the 13F portfolio, value $381,482.

    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 15,149 shares
    Change vs previous 13F +155 shares

    0.31% of the 13F portfolio, value $375,236.

    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 14,994 shares
    Change vs previous 13F +162 shares

    0.46% of the 13F portfolio, value $363,759.

    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 14,832 shares
    Change vs previous 13F +130 shares

    0.35% of the 13F portfolio, value $362,486.

    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 14,702 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $359,249.

    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).