Skip to content
Disclosery

Axim Planning & Wealth: MDLZ position timeline

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

Axim Planning & Wealth held 4,472 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,472 shares
    Change vs previous 13F -156 shares

    0.37% of the 13F portfolio, value $258,660.

    13F-HR 0001941040-26-000598 filed by Axim Planning & Wealth
    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 4,628 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $266,758.

    13F-HR 0001941040-26-000358 filed by Axim Planning & Wealth
    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 4,628 shares
    Change vs previous 13F -96 shares

    0.27% of the 13F portfolio, value $249,125.

    13F-HR 0001941040-26-000158 filed by Axim Planning & Wealth
    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 4,724 shares
    Change vs previous 13F +217 shares

    0.23% of the 13F portfolio, value $295,108.

    13F-HR 0001941040-25-000593 filed by Axim Planning & Wealth
    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 4,507 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $303,952.

    13F-HR 0001941040-25-000429 filed by Axim Planning & Wealth
    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 4,507 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $305,800.

    13F-HR 0001941040-25-000291 filed by Axim Planning & Wealth
    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 4,507 shares
    Change vs previous 13F +139 shares

    0.29% of the 13F portfolio, value $269,203.

    13F-HR 0001941040-25-000120 filed by Axim Planning & Wealth
    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 4,368 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $321,791.

    13F-HR 0001941040-24-000468 filed by Axim Planning & Wealth
    Filed (acceptance time not in the bulk data set), ingested

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