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Beacon Pointe Advisors, LLC: MDLZ position timeline

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

Beacon Pointe Advisors, LLC held 385,923 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 385,923 shares
    Change vs previous 13F -1,750 shares

    0.1% of the 13F portfolio, value $22,321,786.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, LLC
    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 387,673 shares
    Change vs previous 13F +19,934 shares

    0.12% of the 13F portfolio, value $22,345,489.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, LLC
    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 367,739 shares
    Change vs previous 13F -2,565 shares

    0.14% of the 13F portfolio, value $19,795,367.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, LLC
    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 370,304 shares
    Change vs previous 13F +92,393 shares

    0.2% of the 13F portfolio, value $23,132,911.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, LLC
    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 277,911 shares
    Change vs previous 13F -6,594 shares

    0.2% of the 13F portfolio, value $18,742,346.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, LLC
    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 284,505 shares
    Change vs previous 13F -106 shares

    0.22% of the 13F portfolio, value $19,303,657.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, LLC
    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 284,611 shares
    Change vs previous 13F -8,165 shares

    0.19% of the 13F portfolio, value $16,999,798.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, LLC
    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 292,776 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $21,568,814.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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