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Mallini Complete Financial Planning LLC: VTEB position timeline

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

Mallini Complete Financial Planning LLC held 0 VTEB 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 0 shares
    Change vs previous 13F -47,117 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 47,117 shares
    Change vs previous 13F -209,689 shares

    1.7% of the 13F portfolio, value $2,383,177.

    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 256,806 shares
    Change vs previous 13F +11,474 shares

    10.15% of the 13F portfolio, value $12,812,051.

    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 245,332 shares
    Change vs previous 13F +11,437 shares

    9.92% of the 13F portfolio, value $12,337,746.

    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 233,895 shares
    Change vs previous 13F +37,491 shares

    9.52% of the 13F portfolio, value $11,711,123.

    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 196,404 shares
    Change vs previous 13F +18,604 shares

    12.17% of the 13F portfolio, value $9,629,688.

    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 177,800 shares
    Change vs previous 13F +6,783 shares

    8.43% of the 13F portfolio, value $8,822,436.

    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 171,017 shares
    Change vs previous 13F not available

    8.14% of the 13F portfolio, value $8,573,082.

    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).