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Mallini Complete Financial Planning LLC → PDI
Mallini Complete Financial Planning LLC PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
15
Latest value
$222K
Q3 2026
Peak value
$742K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $272K |
| Q3 2025 | $737K |
| Q3 2025 | $356K |
| Q4 2025 | $272K |
| Q4 2025 | $739K |
| Q4 2025 | $342K |
| Q1 2026 | $271K |
| Q1 2026 | $736K |
| Q1 2026 | $342K |
| Q2 2026 | $275K |
| Q2 2026 | $742K |
| Q2 2026 | $370K |
| Q3 2026 | $256K |
| Q3 2026 | $701K |
| Q3 2026 | $222K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $222K | 15.8K | — | — |
| Q3 2026 | $701K | 14.1K | — | — |
| Q3 2026 | $256K | 6.0K | — | — |
| Q2 2026 | $370K | 22.1K | — | — |
| Q2 2026 | $742K | 14.1K | — | — |
| Q2 2026 | $275K | 6.0K | — | — |
| Q1 2026 | $342K | 20.0K | — | — |
| Q1 2026 | $736K | 14.1K | — | — |
| Q1 2026 | $271K | 6.0K | — | — |
| Q4 2025 | $342K | 19.3K | — | — |
| Q4 2025 | $739K | 14.1K | — | — |
| Q4 2025 | $272K | 6.0K | — | — |
| Q3 2025 | $356K | 18.0K | — | — |
| Q3 2025 | $737K | 14.1K | — | — |
| Q3 2025 | $272K | 6.0K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M
Other Mallini Complete Financial Planning LLC positions
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$43.5MVANGUARD TOTAL STOCK MARKET ETF
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$43.1MVANGUARD TOTAL STOCK MARKET ETF
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$43MVANGUARD TOTAL STOCK MARKET ETF
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$25.4MVANGUARD TOTAL BOND MARKET ETF
VGES
$23.8MVANGUARD TOTAL BOND MARKET ETF
VGES
$23.6MVANGUARD TOTAL BOND MARKET ETF