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Disclosery

CIC Wealth, LLC: MDLZ position timeline

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

CIC Wealth, LLC held 90,890 MDLZ shares at 2024-09-30 per its 13F-HR filed 2024-11-08.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 90,890 shares
    Change vs previous 13F -1,169 shares

    1.73% of the 13F portfolio, value $6,695,892.

    13F-HR 0001951757-24-001188 filed by CIC 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 ended2024-06-30
    13F 92,059 shares
    Change vs previous 13F -3,631 shares

    1.66% of the 13F portfolio, value $6,024,354.

    13F-HR 0001951757-24-000490 filed by CIC 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 ended2024-03-31
    13F 95,690 shares
    Change vs previous 13F -820 shares

    1.95% of the 13F portfolio, value $6,698,316.

    13F-HR 0001951757-24-000270 filed by CIC 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 ended2023-12-31
    13F 96,510 shares
    Change vs previous 13F -6,180 shares

    2.22% of the 13F portfolio, value $6,990,244.

    13F-HR 0001951757-24-000009 filed by CIC 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 ended2023-09-30
    13F 102,690 shares
    Change vs previous 13F -575 shares

    2.55% of the 13F portfolio, value $7,126,663.

    13F-HR 0001951757-23-000519 filed by CIC 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 ended2023-06-30
    13F 103,265 shares
    Change vs previous 13F -2,662 shares

    2.6% of the 13F portfolio, value $7,532,170.

    13F-HR 0001951757-23-000400 filed by CIC 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 ended2023-03-31
    13F 105,927 shares
    Change vs previous 13F -5,146 shares

    2.78% of the 13F portfolio, value $7,385,207.

    13F-HR 0001951757-23-000256 filed by CIC 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 ended2022-12-31
    13F 111,073 shares
    Change vs previous 13F not available

    3.06% of the 13F portfolio, value $7,402,996.

    13F-HR 0001965909-23-000001 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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