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AE Wealth Management LLC: MDLZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on MDLZ, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 623,686 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 623,686 shares
    Change vs previous 13F +518,533 shares

    0.17% of the 13F portfolio, value $36,074,056.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 105,153 shares
    Change vs previous 13F +19,464 shares

    0.03% of the 13F portfolio, value $6,061,055.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 85,689 shares
    Change vs previous 13F +5,071 shares

    0.03% of the 13F portfolio, value $4,612,570.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 80,618 shares
    Change vs previous 13F +15,298 shares

    0.03% of the 13F portfolio, value $5,036,227.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 65,320 shares
    Change vs previous 13F +13,652 shares

    0.03% of the 13F portfolio, value $4,405,274.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 51,668 shares
    Change vs previous 13F -2,132 shares

    0.03% of the 13F portfolio, value $3,505,752.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 53,800 shares
    Change vs previous 13F +7,681 shares

    0.03% of the 13F portfolio, value $3,213,485.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 46,119 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,397,643.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).