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Aries Wealth Management: MDLZ position timeline

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

Aries Wealth Management held 10,125 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,125 shares
    Change vs previous 13F +214 shares

    0.11% of the 13F portfolio, value $585,630.

    13F-HR 0001172661-26-002775 filed by Aries Wealth Management
    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 9,911 shares
    Change vs previous 13F -1,441 shares

    0.13% of the 13F portfolio, value $571,270.

    13F-HR 0001172661-26-001991 filed by Aries Wealth Management
    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 11,352 shares
    Change vs previous 13F -895 shares

    0.14% of the 13F portfolio, value $611,078.

    13F-HR 0001172661-26-000402 filed by Aries Wealth Management
    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 12,247 shares
    Change vs previous 13F -16 shares

    0.18% of the 13F portfolio, value $765,070.

    13F-HR 0001172661-25-004662 filed by Aries Wealth Management
    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 12,263 shares
    Change vs previous 13F +91 shares

    0.22% of the 13F portfolio, value $827,017.

    13F-HR 0001085146-25-004192 filed by Aries Wealth Management
    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 12,172 shares
    Change vs previous 13F +1,371 shares

    0.22% of the 13F portfolio, value $825,870.

    13F-HR 0001085146-25-002137 filed by Aries Wealth Management
    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 10,801 shares
    Change vs previous 13F +1,435 shares

    0.18% of the 13F portfolio, value $645,144.

    13F-HR 0001085146-25-000630 filed by Aries Wealth Management
    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 9,366 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $689,993.

    13F-HR 0001085146-24-005257 filed by Aries Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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