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Mallini Complete Financial Planning LLC: VTI position timeline

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

Mallini Complete Financial Planning LLC held 125,151 VTI 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 125,151 shares
    Change vs previous 13F -4,696 shares

    32.83% of the 13F portfolio, value $46,836,801.

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

  2. period ended2026-06-30
    13F 129,847 shares
    Change vs previous 13F -4,063 shares

    34.28% of the 13F portfolio, value $48,048,614.

    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 133,910 shares
    Change vs previous 13F +4,153 shares

    34.03% of the 13F portfolio, value $42,959,766.

    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 129,757 shares
    Change vs previous 13F -1,646 shares

    34.97% of the 13F portfolio, value $43,503,685.

    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 131,403 shares
    Change vs previous 13F +2,719 shares

    35.07% of the 13F portfolio, value $43,122,543.

    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 128,684 shares
    Change vs previous 13F +2,346 shares

    4.94% of the 13F portfolio, value $3,911,018.

    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 126,338 shares
    Change vs previous 13F not available

    33.16% of the 13F portfolio, value $34,722,818.

    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).