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Mallini Complete Financial Planning LLC: RA position timeline

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

Mallini Complete Financial Planning LLC held 17,475 RA 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 17,475 shares
    Change vs previous 13F -1,646 shares

    0.14% of the 13F portfolio, value $201,844.

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

  2. period ended2026-06-30
    13F 19,121 shares
    Change vs previous 13F +1,111 shares

    0.18% of the 13F portfolio, value $246,284.

    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 18,010 shares
    Change vs previous 13F +315 shares

    0.18% of the 13F portfolio, value $231,616.

    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 17,695 shares
    Change vs previous 13F +307 shares

    0.18% of the 13F portfolio, value $229,335.

    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 17,388 shares
    Change vs previous 13F +295 shares

    0.19% of the 13F portfolio, value $232,308.

    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 17,093 shares
    Change vs previous 13F +295 shares

    0.29% of the 13F portfolio, value $228,533.

    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 16,798 shares
    Change vs previous 13F +1,359 shares

    0.21% of the 13F portfolio, value $221,057.

    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 15,439 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $205,646.

    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).