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Ballast, Inc.: MDLZ position timeline

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

Ballast, Inc. held 28,319 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,319 shares
    Change vs previous 13F +5,884 shares

    0.31% of the 13F portfolio, value $1,637,971.

    13F-HR 0001172661-26-002544 filed by Ballast, Inc.
    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 22,435 shares
    Change vs previous 13F +576 shares

    0.3% of the 13F portfolio, value $1,293,153.

    13F-HR 0001172661-26-002204 filed by Ballast, Inc.
    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 21,859 shares
    Change vs previous 13F +2,876 shares

    0.28% of the 13F portfolio, value $1,176,670.

    13F-HR 0001172661-26-000458 filed by Ballast, Inc.
    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 18,983 shares
    Change vs previous 13F -74 shares

    0.29% of the 13F portfolio, value $1,185,868.

    13F-HR 0001172661-25-004628 filed by Ballast, Inc.
    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/A 19,057 shares
    Change vs previous 13F -951 shares

    0.34% of the 13F portfolio, value $1,285,204.

    13F-HR/A 0001172661-25-004627 filed by Ballast, Inc.
    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 20,008 shares
    Change vs previous 13F +748 shares

    0.38% of the 13F portfolio, value $1,357,543.

    13F-HR 0001172661-25-001701 filed by Ballast, Inc.
    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 19,260 shares
    Change vs previous 13F +5,481 shares

    0.33% of the 13F portfolio, value $1,150,400.

    13F-HR 0001172661-25-000204 filed by Ballast, Inc.
    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 13,779 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,015,099.

    13F-HR 0001172661-24-004273 filed by Ballast, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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