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Mallini Complete Financial Planning LLC: VCRM position timeline

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

Mallini Complete Financial Planning LLC held 170,666 VCRM 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 170,666 shares
    Change vs previous 13F +38,890 shares

    8.56% of the 13F portfolio, value $12,214,578.

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

  2. period ended2026-06-30
    13F 131,776 shares
    Change vs previous 13F not available

    7.18% of the 13F portfolio, value $10,067,686.

    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 ยง4.2).