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Disclosery

Costello Asset Management, INC: MDLZ position timeline

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

Costello Asset Management, INC held 44,781 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,781 shares
    Change vs previous 13F -5,532 shares

    0.78% of the 13F portfolio, value $2,590,137.

    13F-HR 0001760145-26-000004 filed by Costello Asset Management, 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 50,313 shares
    Change vs previous 13F -594 shares

    1% of the 13F portfolio, value $2,900,045.

    13F-HR 0001760145-26-000003 filed by Costello Asset Management, 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 50,907 shares
    Change vs previous 13F +31 shares

    0.91% of the 13F portfolio, value $2,740,332.

    13F-HR 0001760145-26-000001 filed by Costello Asset Management, 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 50,876 shares
    Change vs previous 13F -1,045 shares

    1.06% of the 13F portfolio, value $3,178,232.

    13F-HR 0001760145-25-000006 filed by Costello Asset Management, 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 51,921 shares
    Change vs previous 13F -621 shares

    1.32% of the 13F portfolio, value $3,501,538.

    13F-HR 0001760145-25-000003 filed by Costello Asset Management, 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 52,542 shares
    Change vs previous 13F +7,353 shares

    1.45% of the 13F portfolio, value $3,564,943.

    13F-HR 0001760145-25-000002 filed by Costello Asset Management, 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 45,189 shares
    Change vs previous 13F -5 shares

    1.79% of the 13F portfolio, value $2,699,141.

    13F-HR 0001760145-25-000001 filed by Costello Asset Management, 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 45,194 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $3,329,428.

    13F-HR 0001760145-24-000005 filed by Costello Asset Management, INC
    Filed (acceptance time not in the bulk data set), ingested

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