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Disclosery

Avalon Trust Co: MDLZ position timeline

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

Avalon Trust Co held 8,142 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,142 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $470,934.

    13F-HR 0001798150-26-000003 filed by Avalon Trust Co
    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 8,142 shares
    Change vs previous 13F -211,120 shares

    0.03% of the 13F portfolio, value $469,305.

    13F-HR 0001798150-26-000002 filed by Avalon Trust Co
    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 219,262 shares
    Change vs previous 13F +6,439 shares

    0.76% of the 13F portfolio, value $11,802,874.

    13F-HR 0001798150-26-000001 filed by Avalon Trust Co
    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 212,823 shares
    Change vs previous 13F +7,573 shares

    0.86% of the 13F portfolio, value $13,295,053.

    13F-HR 0001798150-25-000005 filed by Avalon Trust Co
    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 205,250 shares
    Change vs previous 13F -6,825 shares

    1.01% of the 13F portfolio, value $13,842,060.

    13F-HR 0001798150-25-000004 filed by Avalon Trust Co
    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 212,075 shares
    Change vs previous 13F -142,051 shares

    1.14% of the 13F portfolio, value $14,389,289.

    13F-HR 0001798150-25-000001 filed by Avalon Trust Co
    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 354,126 shares
    Change vs previous 13F +5,735 shares

    1.5% of the 13F portfolio, value $21,151,946.

    13F-HR 0000842775-25-000003 filed by Avalon Trust Co
    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 348,391 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $25,665,965.

    13F-HR 0001708001-24-000007 filed by Avalon Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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