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Disclosery

Compound Planning, Inc.: MDLZ position timeline

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

Compound Planning, Inc. held 16,428 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,428 shares
    Change vs previous 13F +6,488 shares

    0.02% of the 13F portfolio, value $950,169.

    13F-HR 0001978879-26-000005 filed by Compound Planning, Inc.
    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 9,940 shares
    Change vs previous 13F +2,095 shares

    0.02% of the 13F portfolio, value $572,973.

    13F-HR 0001978879-26-000003 filed by Compound Planning, Inc.
    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 7,845 shares
    Change vs previous 13F -3,399 shares

    0.01% of the 13F portfolio, value $422,322.

    13F-HR 0001172661-26-001315 filed by Compound Planning, Inc.
    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 11,244 shares
    Change vs previous 13F -223 shares

    0.02% of the 13F portfolio, value $702,409.

    13F-HR 0001172661-25-004675 filed by Compound Planning, Inc.
    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 11,467 shares
    Change vs previous 13F +1,743 shares

    0.03% of the 13F portfolio, value $773,357.

    13F-HR 0001172661-25-003416 filed by Compound Planning, Inc.
    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 9,724 shares
    Change vs previous 13F +3,950 shares

    0.03% of the 13F portfolio, value $659,778.

    13F-HR 0001172661-25-001834 filed by Compound Planning, Inc.
    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 5,774 shares
    Change vs previous 13F -3,124 shares

    0.02% of the 13F portfolio, value $344,899.

    13F-HR 0001214659-25-000858 filed by Compound Planning, Inc.
    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 8,898 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $655,491.

    13F-HR 0001214659-24-017272 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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