Skip to content
Disclosery

Caldwell Trust Co: MDLZ position timeline

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

Caldwell Trust Co held 9,678 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,678 shares
    Change vs previous 13F -34 shares

    0.05% of the 13F portfolio, value $559,776.

    13F-HR 0001420506-26-001370 filed by Caldwell Trust Co
    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 9,712 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $559,800.

    13F-HR 0001420506-26-000706 filed by Caldwell Trust Co
    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 9,712 shares
    Change vs previous 13F -7,584 shares

    0.05% of the 13F portfolio, value $522,797.

    13F-HR 0001420506-26-000112 filed by Caldwell Trust Co
    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 17,296 shares
    Change vs previous 13F +51 shares

    0.1% of the 13F portfolio, value $1,080,481.

    13F-HR 0001420506-25-002900 filed by Caldwell Trust Co
    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 17,245 shares
    Change vs previous 13F -2,661 shares

    0.12% of the 13F portfolio, value $1,163,003.

    13F-HR 0001420506-25-002730 filed by Caldwell Trust Co
    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 19,906 shares
    Change vs previous 13F +5,885 shares

    0.14% of the 13F portfolio, value $1,350,622.

    13F-HR 0001420506-25-002738 filed by Caldwell Trust Co
    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 14,021 shares
    Change vs previous 13F -320 shares

    0.09% of the 13F portfolio, value $837,474.

    13F-HR 0001420506-25-002748 filed by Caldwell Trust Co
    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 14,341 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,056,501.

    13F-HR 0001420506-25-002749 filed by Caldwell Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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