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Mallini Complete Financial Planning LLC: USAC position timeline

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

Mallini Complete Financial Planning LLC held 92,060 USAC 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 92,060 shares
    Change vs previous 13F -3,470 shares

    1.6% of the 13F portfolio, value $2,289,537.

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

  2. period ended2026-06-30
    13F 95,530 shares
    Change vs previous 13F +1,041 shares

    1.8% of the 13F portfolio, value $2,521,058.

    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 94,489 shares
    Change vs previous 13F +679 shares

    2.03% of the 13F portfolio, value $2,562,547.

    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 93,810 shares
    Change vs previous 13F +731 shares

    1.73% of the 13F portfolio, value $2,157,641.

    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 93,079 shares
    Change vs previous 13F +297 shares

    1.82% of the 13F portfolio, value $2,233,888.

    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 92,782 shares
    Change vs previous 13F -184 shares

    2.85% of the 13F portfolio, value $2,255,527.

    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 92,966 shares
    Change vs previous 13F +586 shares

    2.4% of the 13F portfolio, value $2,508,210.

    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 92,380 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $2,176,471.

    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).