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Altrius Capital Management Inc: MDLZ position timeline

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

Altrius Capital Management Inc held 5,100 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,100 shares
    Change vs previous 13F +40 shares

    0.06% of the 13F portfolio, value $294,999.

    13F-HR 0001940646-26-000007 filed by Altrius Capital Management Inc
    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 5,060 shares
    Change vs previous 13F -60 shares

    0.06% of the 13F portfolio, value $291,685.

    13F-HR 0001940646-26-000004 filed by Altrius Capital Management Inc
    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 5,120 shares
    Change vs previous 13F +137 shares

    0.06% of the 13F portfolio, value $275,627.

    13F-HR 0001940646-26-000001 filed by Altrius Capital Management Inc
    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 4,983 shares
    Change vs previous 13F +31 shares

    0.07% of the 13F portfolio, value $311,317.

    13F-HR 0001940646-25-000010 filed by Altrius Capital Management Inc
    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 4,952 shares
    Change vs previous 13F +31 shares

    0.08% of the 13F portfolio, value $333,969.

    13F-HR 0001940646-25-000008 filed by Altrius Capital Management Inc
    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 4,921 shares
    Change vs previous 13F +37 shares

    0.08% of the 13F portfolio, value $333,894.

    13F-HR 0001940646-25-000007 filed by Altrius Capital Management Inc
    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 4,884 shares
    Change vs previous 13F -40 shares

    0.08% of the 13F portfolio, value $291,736.

    13F-HR 0001940646-25-000002 filed by Altrius Capital Management Inc
    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 4,924 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $362,802.

    13F-HR 0001940646-24-000008 filed by Altrius Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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