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AVANTAX ADVISORY SERVICES, INC.: MDLZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on MDLZ, newest first. How the timeline and the estimate are built.

AVANTAX ADVISORY SERVICES, INC. held 106,535 MDLZ shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 106,535 shares
    Change vs previous 13F +8,520 shares

    0.04% of the 13F portfolio, value $7,184,697.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, 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 98,015 shares
    Change vs previous 13F +4,691 shares

    0.04% of the 13F portfolio, value $6,650,334.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, 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 93,324 shares
    Change vs previous 13F -3,025 shares

    0.04% of the 13F portfolio, value $5,574,244.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, 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 96,349 shares
    Change vs previous 13F +1,520 shares

    0.05% of the 13F portfolio, value $7,098,022.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, 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 94,829 shares
    Change vs previous 13F +53,854 shares

    0.04% of the 13F portfolio, value $6,205,633.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, 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 40,975 shares
    Change vs previous 13F -5,643 shares

    0.03% of the 13F portfolio, value $2,868,233.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, 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 46,618 shares
    Change vs previous 13F +1,541 shares

    0.03% of the 13F portfolio, value $3,376,553.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, 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 45,077 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,128,309.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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