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Mallini Complete Financial Planning LLC → HPI
Mallini Complete Financial Planning LLC HPI Position History
John Hancock Preferred Income Fund • Financial Services
Quarters held
5
Latest value
$211K
Q3 2026
Peak value
$307K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $307K |
| Q4 2025 | $282K |
| Q1 2026 | $271K |
| Q2 2026 | $284K |
| Q3 2026 | $211K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $211K | 15.0K | — | — |
| Q2 2026 | $284K | 17.5K | — | — |
| Q1 2026 | $271K | 17.3K | — | — |
| Q4 2025 | $282K | 17.4K | — | — |
| Q3 2025 | $307K | 17.7K | — | — |
Other funds holding HPI
Other Mallini Complete Financial Planning LLC positions
VGES
$48MVANGUARD TOTAL STOCK MARKET ETF
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$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