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Apella Capital, LLC: MDLZ position timeline

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

Apella Capital, LLC held 44,232 MDLZ shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 44,232 shares
    Change vs previous 13F +4,717 shares

    0.03% of the 13F portfolio, value $2,626,504.

    13F-HR 0001801507-26-000008 filed by Apella Capital, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 39,515 shares
    Change vs previous 13F +341 shares

    0.03% of the 13F portfolio, value $2,379,589.

    13F-HR 0001801507-26-000006 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 39,174 shares
    Change vs previous 13F +10,892 shares

    0.03% of the 13F portfolio, value $2,242,726.

    13F-HR 0001801507-26-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 28,282 shares
    Change vs previous 13F -13,002 shares

    0.03% of the 13F portfolio, value $1,522,446.

    13F-HR 0001801507-26-000004 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 41,284 shares
    Change vs previous 13F -1,242 shares

    0.06% of the 13F portfolio, value $2,543,065.

    13F-HR 0001801507-25-000008 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 42,526 shares
    Change vs previous 13F +38,535 shares

    0.08% of the 13F portfolio, value $2,926,619.

    13F-HR 0001801507-25-000006 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,991 shares
    Change vs previous 13F +577 shares

    0.01% of the 13F portfolio, value $264,142.

    13F-HR 0001801507-25-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,414 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $203,922.

    13F-HR 0001801507-25-000001 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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