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Mallini Complete Financial Planning LLC → CRF
Mallini Complete Financial Planning LLC CRF Position History
Cornerstone Total Return Fund, Inc. • Financial Services
Quarters held
5
Latest value
$540K
Q3 2026
Peak value
$615K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $551K |
| Q4 2025 | $576K |
| Q1 2026 | $549K |
| Q2 2026 | $615K |
| Q3 2026 | $540K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $540K | 87.7K | — | — |
| Q2 2026 | $615K | 85.7K | — | — |
| Q1 2026 | $549K | 79.0K | — | — |
| Q4 2025 | $576K | 71.9K | — | — |
| Q3 2025 | $551K | 68.5K | — | — |
Other funds holding CRF
Other Mallini Complete Financial Planning LLC positions
VGES
$48MVANGUARD TOTAL STOCK MARKET ETF
VGES
$46.8MVANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF
VGES
$43.5MVANGUARD TOTAL STOCK MARKET ETF
VGES
$43.1MVANGUARD TOTAL STOCK MARKET ETF
VGES
$43MVANGUARD TOTAL STOCK MARKET ETF
VGES
$25.4MVANGUARD TOTAL BOND MARKET ETF
VGES
$23.8MVANGUARD TOTAL BOND MARKET ETF
VGES
$23.6MVANGUARD TOTAL BOND MARKET ETF