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Mallini Complete Financial Planning LLC: XEVVX position timeline

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

Mallini Complete Financial Planning LLC held 33,769 XEVVX 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 33,769 shares
    Change vs previous 13F -1,004 shares

    0.2% of the 13F portfolio, value $285,351.

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

  2. period ended2026-06-30
    13F 34,773 shares
    Change vs previous 13F +358 shares

    0.23% of the 13F portfolio, value $325,824.

    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 34,415 shares
    Change vs previous 13F +364 shares

    0.26% of the 13F portfolio, value $325,224.

    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 34,051 shares
    Change vs previous 13F +348 shares

    0.27% of the 13F portfolio, value $337,446.

    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 33,703 shares
    Change vs previous 13F +429 shares

    0.28% of the 13F portfolio, value $342,088.

    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 33,274 shares
    Change vs previous 13F +4,581 shares

    0.43% of the 13F portfolio, value $341,387.

    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 28,693 shares
    Change vs previous 13F +1,232 shares

    0.27% of the 13F portfolio, value $286,357.

    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 27,461 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $268,292.

    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).