Mallini Complete Financial Planning LLC: VCRB position timeline

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

Mallini Complete Financial Planning LLC held 384,501 VCRB shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

period ended2026-09-30
13F 384,501 shares
Change vs previous 13F +14,177 shares
19.84% of the 13F portfolio, value $28,306,971.
13F-HR 0002049540-26-000006 filed by Mallini Complete Financial Planning LLC
Accepted 2026-10-06 17:01:11 UTC, ingested 2026-10-06 17:01:49 UTC
period ended2026-06-30
13F 370,324 shares
Change vs previous 13F not available
20.4% of the 13F portfolio, value $28,601,122.
13F-HR 0002049540-26-000004 filed by Mallini Complete Financial Planning LLC
Filed 2026-07-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).