Back to STT-PG
Mallini Complete Financial Planning LLC → STT-PG
Mallini Complete Financial Planning LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
7
Latest value
$217K
Q3 2026
Peak value
$1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $439K |
| Q4 2025 | $432K |
| Q1 2026 | $439K |
| Q2 2026 | $416K |
| Q3 2026 | $1M |
| Q3 2026 | $400K |
| Q3 2026 | $217K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $217K | 1.1K | — | — |
| Q3 2026 | $400K | 2.3K | — | — |
| Q3 2026 | $1M | 11.4K | — | — |
| Q2 2026 | $416K | 2.3K | — | — |
| Q1 2026 | $439K | 2.5K | — | — |
| Q4 2025 | $432K | 2.5K | — | — |
| Q3 2025 | $439K | 2.5K | — | — |
Other funds holding STT-PG
$7.7B
$7.2B
$6.8B
$6.6B
$5.7B
$5.5B
$5.3B
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