Mallini Complete Financial Planning LLC
Position in PMT — PennyMac Mortgage Investment Trust
CIK 2049540
GAINESVILLE, FL
Position in PMT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$214,263
-$5,796 QoQ
Shares Held
18,995
+0.6% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
1.54%
of 13F equity value
Holder Rank
#107
of 210 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Mallini Complete Financial Planning LLC holds $493,343 across 3 REIT - Mortgage names. PMT ranks #1 (43.4% of the industry book) .
All Filings in PMT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,263 | 18,995 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $220,059 | 18,873 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $235,500 | 18,765 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $228,722 | 18,656 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $238,540 | 18,549 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $270,160 | 18,441 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $230,900 | 18,340 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||