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Clearstead Advisors, LLC: MDLZ position timeline

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

Clearstead Advisors, LLC held 38,915 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,915 shares
    Change vs previous 13F +3,036 shares

    0.02% of the 13F portfolio, value $2,250,849.

    13F-HR 0000842775-26-000004 filed by Clearstead 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 35,879 shares
    Change vs previous 13F -3,902 shares

    0.02% of the 13F portfolio, value $2,068,064.

    13F-HR 0000842775-26-000003 filed by Clearstead 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 39,781 shares
    Change vs previous 13F +943 shares

    0.03% of the 13F portfolio, value $2,141,443.

    13F-HR 0000842775-26-000001 filed by Clearstead 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 38,838 shares
    Change vs previous 13F +4,590 shares

    0.04% of the 13F portfolio, value $2,426,179.

    13F-HR 0000842775-25-000007 filed by Clearstead 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 34,248 shares
    Change vs previous 13F +1,116 shares

    0.03% of the 13F portfolio, value $2,309,677.

    13F-HR 0001708001-25-000003 filed by Clearstead 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 33,132 shares
    Change vs previous 13F -801 shares

    0.03% of the 13F portfolio, value $2,247,958.

    13F-HR 0000842775-25-000005 filed by Clearstead 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 33,933 shares
    Change vs previous 13F -1,578 shares

    0.03% of the 13F portfolio, value $2,026,810.

    13F-HR 0000842775-25-000001 filed by Clearstead 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 35,511 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,616,081.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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