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Disclosery

Bogart Wealth, LLC: MDLZ position timeline

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

Bogart Wealth, LLC held 1,592 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,592 shares
    Change vs previous 13F +139 shares

    <0.01% of the 13F portfolio, value $92,106.

    13F-HR 0001715740-26-000004 filed by Bogart Wealth, 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 1,453 shares
    Change vs previous 13F +48 shares

    <0.01% of the 13F portfolio, value $83,751.

    13F-HR 0001715740-26-000003 filed by Bogart Wealth, 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 1,405 shares
    Change vs previous 13F -122,292 shares

    <0.01% of the 13F portfolio, value $75,607.

    13F-HR 0001715740-26-000002 filed by Bogart Wealth, 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 123,697 shares
    Change vs previous 13F +14,084 shares

    0.31% of the 13F portfolio, value $7,727,365.

    13F-HR 0001715740-25-000009 filed by Bogart Wealth, 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 109,613 shares
    Change vs previous 13F +3,008 shares

    0.32% of the 13F portfolio, value $7,392,275.

    13F-HR 0001715740-25-000008 filed by Bogart Wealth, 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 106,605 shares
    Change vs previous 13F +7,387 shares

    0.34% of the 13F portfolio, value $7,233,153.

    13F-HR 0001715740-25-000005 filed by Bogart Wealth, 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 99,218 shares
    Change vs previous 13F +7,342 shares

    0.28% of the 13F portfolio, value $5,926,300.

    13F-HR 0001715740-25-000003 filed by Bogart Wealth, 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 91,876 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $6,768,510.

    13F-HR 0001715740-24-000008 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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