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Mallini Complete Financial Planning LLC: VSGX position timeline

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

Mallini Complete Financial Planning LLC held 15,448 VSGX 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 15,448 shares
    Change vs previous 13F +46 shares

    0.88% of the 13F portfolio, value $1,252,387.

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

  2. period ended2026-06-30
    13F 15,402 shares
    Change vs previous 13F -4 shares

    0.9% of the 13F portfolio, value $1,268,200.

    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 15,406 shares
    Change vs previous 13F +591 shares

    0.88% of the 13F portfolio, value $1,105,072.

    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 14,815 shares
    Change vs previous 13F +45 shares

    0.85% of the 13F portfolio, value $1,061,050.

    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 14,770 shares
    Change vs previous 13F -430 shares

    0.83% of the 13F portfolio, value $1,024,595.

    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 15,200 shares
    Change vs previous 13F +1,301 shares

    1.26% of the 13F portfolio, value $995,600.

    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 13,899 shares
    Change vs previous 13F -256 shares

    0.78% of the 13F portfolio, value $819,763.

    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 14,155 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $802,589.

    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).