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Aptus Capital Advisors, LLC: MDLZ position timeline

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

Aptus Capital Advisors, LLC held 124,256 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 124,256 shares
    Change vs previous 13F +2,733 shares

    0.05% of the 13F portfolio, value $7,187,333.

    13F-HR 0001398344-26-014189 filed by Aptus Capital Advisors, 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 121,523 shares
    Change vs previous 13F -92,969 shares

    0.06% of the 13F portfolio, value $7,004,977.

    13F-HR 0001398344-26-008931 filed by Aptus Capital Advisors, 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 214,492 shares
    Change vs previous 13F -5,222 shares

    0.1% of the 13F portfolio, value $11,546,460.

    13F-HR 0001398344-26-003004 filed by Aptus Capital Advisors, 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 219,714 shares
    Change vs previous 13F +1,532 shares

    0.13% of the 13F portfolio, value $13,725,881.

    13F-HR 0001398344-25-020792 filed by Aptus Capital Advisors, 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 218,182 shares
    Change vs previous 13F +169,320 shares

    0.15% of the 13F portfolio, value $14,714,511.

    13F-HR 0001398344-25-014888 filed by Aptus Capital Advisors, 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 48,862 shares
    Change vs previous 13F +7,642 shares

    0.04% of the 13F portfolio, value $3,315,271.

    13F-HR 0001398344-25-009294 filed by Aptus Capital Advisors, 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 41,220 shares
    Change vs previous 13F -138,771 shares

    0.03% of the 13F portfolio, value $2,475,895.

    13F-HR 0001398344-25-002922 filed by Aptus Capital Advisors, 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 179,991 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $13,259,937.

    13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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