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Atria Wealth Solutions, Inc.: MDLZ position timeline

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

Atria Wealth Solutions, Inc. held 42,265 MDLZ shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 42,265 shares
    Change vs previous 13F -57,653 shares

    0.06% of the 13F portfolio, value $2,871,566.

    13F-HR 0001420506-25-001582 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 99,918 shares
    Change vs previous 13F +9,761 shares

    0.08% of the 13F portfolio, value $6,816,452.

    13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 90,157 shares
    Change vs previous 13F +8,315 shares

    0.06% of the 13F portfolio, value $5,413,589.

    13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 81,842 shares
    Change vs previous 13F -3,305 shares

    0.07% of the 13F portfolio, value $6,054,239.

    13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 85,147 shares
    Change vs previous 13F -153 shares

    0.06% of the 13F portfolio, value $5,594,303.

    13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 85,300 shares
    Change vs previous 13F +5,018 shares

    0.07% of the 13F portfolio, value $5,999,991.

    13F-HR 0001420506-24-000768 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 80,282 shares
    Change vs previous 13F +5,678 shares

    0.07% of the 13F portfolio, value $5,833,243.

    13F-HR 0001420506-24-000118 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 74,604 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,193,365.

    13F-HR 0001420506-23-001936 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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