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Mallini Complete Financial Planning LLC → RA
Mallini Complete Financial Planning LLC RA Position History
Brookfield Real Assets Income Fund Inc. • Real Estate
Quarters held
5
Latest value
$202K
Q3 2026
Peak value
$246K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $232K |
| Q4 2025 | $229K |
| Q1 2026 | $232K |
| Q2 2026 | $246K |
| Q3 2026 | $202K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $202K | 17.5K | — | — |
| Q2 2026 | $246K | 19.1K | — | — |
| Q1 2026 | $232K | 18.0K | — | — |
| Q4 2025 | $229K | 17.7K | — | — |
| Q3 2025 | $232K | 17.4K | — | — |
Other funds holding RA
$421.5M
$51M
$45.8M
$41.8M
$37.6M
$32.7M
$30.2M
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