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Disclosery

Capital Asset Advisory Services LLC: MDLZ position timeline

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

Capital Asset Advisory Services LLC held 28,796 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 28,796 shares
    Change vs previous 13F +987 shares

    0.06% of the 13F portfolio, value $1,665,561.

    13F-HR 0001941040-26-000611 filed by Capital Asset Advisory Services 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 27,809 shares
    Change vs previous 13F +386 shares

    0.06% of the 13F portfolio, value $1,593,740.

    13F-HR 0001941040-26-000267 filed by Capital Asset Advisory Services 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 27,423 shares
    Change vs previous 13F +1,837 shares

    0.06% of the 13F portfolio, value $1,446,027.

    13F-HR 0001941040-26-000010 filed by Capital Asset Advisory Services 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 25,586 shares
    Change vs previous 13F +760 shares

    0.07% of the 13F portfolio, value $1,598,378.

    13F-HR 0001941040-25-000533 filed by Capital Asset Advisory Services 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 24,826 shares
    Change vs previous 13F -362 shares

    0.08% of the 13F portfolio, value $1,712,003.

    13F-HR 0001941040-25-000332 filed by Capital Asset Advisory Services 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 25,188 shares
    Change vs previous 13F +2,920 shares

    0.08% of the 13F portfolio, value $1,665,666.

    13F-HR 0001941040-25-000196 filed by Capital Asset Advisory Services 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 22,268 shares
    Change vs previous 13F +202 shares

    0.07% of the 13F portfolio, value $1,332,933.

    13F-HR 0001398344-25-000896 filed by Capital Asset Advisory Services 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 22,066 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,563,360.

    13F-HR 0001398344-24-018961 filed by Capital Asset Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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