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Mallini Complete Financial Planning LLC: PFN position timeline

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

Mallini Complete Financial Planning LLC held 56,183 PFN 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 56,183 shares
    Change vs previous 13F -12 shares

    0.25% of the 13F portfolio, value $350,584.

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

  2. period ended2026-06-30
    13F 56,195 shares
    Change vs previous 13F +1,122 shares

    0.29% of the 13F portfolio, value $400,676.

    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 55,073 shares
    Change vs previous 13F +584 shares

    0.3% of the 13F portfolio, value $379,453.

    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 54,489 shares
    Change vs previous 13F +616 shares

    0.33% of the 13F portfolio, value $408,668.

    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 53,873 shares
    Change vs previous 13F +3,024 shares

    0.33% of the 13F portfolio, value $408,895.

    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 50,849 shares
    Change vs previous 13F +6,241 shares

    0.47% of the 13F portfolio, value $375,772.

    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 44,608 shares
    Change vs previous 13F +4,531 shares

    0.32% of the 13F portfolio, value $336,343.

    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 40,077 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $298,575.

    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).