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Mallini Complete Financial Planning LLC: TCPC position timeline

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

Mallini Complete Financial Planning LLC held 26,003 TCPC 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 26,003 shares
    Change vs previous 13F +632 shares

    0.07% of the 13F portfolio, value $104,013.

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

  2. period ended2026-06-30
    13F 25,371 shares
    Change vs previous 13F +724 shares

    0.06% of the 13F portfolio, value $85,248.

    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 24,647 shares
    Change vs previous 13F +644 shares

    0.07% of the 13F portfolio, value $88,977.

    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 24,003 shares
    Change vs previous 13F +598 shares

    0.11% of the 13F portfolio, value $131,298.

    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 23,405 shares
    Change vs previous 13F +507 shares

    0.12% of the 13F portfolio, value $145,111.

    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 22,898 shares
    Change vs previous 13F +393 shares

    0.22% of the 13F portfolio, value $176,312.

    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 22,505 shares
    Change vs previous 13F +1,971 shares

    0.17% of the 13F portfolio, value $180,269.

    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 20,534 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $178,859.

    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).