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Mallini Complete Financial Planning LLC: PFXF position timeline

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

Mallini Complete Financial Planning LLC held 0 PFXF shares at 2025-06-30 per its 13F-HR filed 2025-07-11.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -10,243 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 10,243 shares
    Change vs previous 13F -117 shares

    0.16% of the 13F portfolio, value $171,673.

    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).

  3. period ended2024-12-31
    13F 10,360 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $178,710.

    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).