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Disclosery

Apexium Financial, LP: MDLZ position timeline

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

Apexium Financial, LP held 4,895 MDLZ shares at 2025-09-30 per its 13F-HR filed 2025-11-18.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 4,895 shares
    Change vs previous 13F -121 shares

    0.01% of the 13F portfolio, value $305,814.

    13F-HR 0001214659-25-016845 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 5,016 shares
    Change vs previous 13F +10 shares

    0.02% of the 13F portfolio, value $338,263.

    13F-HR 0001214659-25-010725 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 5,006 shares
    Change vs previous 13F -820 shares

    0.02% of the 13F portfolio, value $341,834.

    13F-HR 0001214659-25-007612 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 5,826 shares
    Change vs previous 13F +2,300 shares

    0.02% of the 13F portfolio, value $350,489.

    13F-HR 0001214659-25-001098 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 3,526 shares
    Change vs previous 13F -35 shares

    0.02% of the 13F portfolio, value $259,772.

    13F-HR 0001214659-24-017508 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 3,561 shares
    Change vs previous 13F -588 shares

    0.02% of the 13F portfolio, value $233,042.

    13F-HR 0001214659-24-013833 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 4,149 shares
    Change vs previous 13F -7,788 shares

    0.02% of the 13F portfolio, value $291,979.

    13F-HR 0001214659-24-007149 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 11,937 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $864,634.

    13F-HR 0001214659-24-002139 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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