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Connectus Wealth, LLC: MDLZ position timeline

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

Connectus Wealth, LLC held 124,763 MDLZ shares at 2024-03-31 per its 13F-HR filed 2024-05-14.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 124,763 shares
    Change vs previous 13F -5,411 shares

    0.24% of the 13F portfolio, value $8,733,410.

    13F-HR 0001765380-24-000228 filed by Connectus 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 ended2023-12-31
    13F 130,174 shares
    Change vs previous 13F -138 shares

    0.19% of the 13F portfolio, value $9,428,716.

    13F-HR 0001765380-24-000142 filed by Connectus 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 ended2023-09-30
    13F 130,312 shares
    Change vs previous 13F -5,992 shares

    0.2% of the 13F portfolio, value $9,043,914.

    13F-HR 0001765380-23-000226 filed by Connectus 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 ended2023-06-30
    13F 136,304 shares
    Change vs previous 13F +1,486 shares

    0.23% of the 13F portfolio, value $9,942,306.

    13F-HR 0001765380-23-000180 filed by Connectus 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 ended2023-03-31
    13F 134,818 shares
    Change vs previous 13F -637 shares

    0.23% of the 13F portfolio, value $9,399,785.

    13F-HR 0001765380-23-000120 filed by Connectus 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 ended2022-12-31
    13F 135,455 shares
    Change vs previous 13F -3,917 shares

    0.21% of the 13F portfolio, value $9,028,086.

    13F-HR 0001765380-23-000028 filed by Connectus 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 ended2022-09-30
    13F 139,372 shares
    Change vs previous 13F -2,586 shares

    0.16% of the 13F portfolio, value $7,641,000.

    13F-HR 0001765380-22-000165 filed by Connectus 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 ended2022-06-30
    13F 141,958 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $8,815,000.

    13F-HR 0001765380-22-000125 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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