Back to BX

Mallini Complete Financial Planning LLC → BX

Mallini Complete Financial Planning LLC BX Position History

Blackstone Inc. • Financial Services

Quarters held
5
Latest value
$912K
Q3 2026
Peak value
$912K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$461K
Q4 2025$444K
Q1 2026$331K
Q2 2026$389K
Q3 2026$912K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$912K3.9K——
Q2 2026$389K1.6K——
Q1 2026$331K1.5K——
Q4 2025$444K2.0K——
Q3 2025$461K2.1K——

Other funds holding BX

Other Mallini Complete Financial Planning LLC positions

VGES

VANGUARD TOTAL STOCK MARKET ETF

$48M
VGES

VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF

$46.8M
VGES

VANGUARD TOTAL STOCK MARKET ETF

$43.5M
VGES

VANGUARD TOTAL STOCK MARKET ETF

$43.1M
VGES

VANGUARD TOTAL STOCK MARKET ETF

$43M
VGES

VANGUARD TOTAL BOND MARKET ETF

$25.4M
VGES

VANGUARD TOTAL BOND MARKET ETF

$23.8M
VGES

VANGUARD TOTAL BOND MARKET ETF

$23.6M