Fee-Only Financial Planning, L.C.: MDLZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fee-Only Financial Planning, L.C. on MDLZ, newest first. How the timeline and the estimate are built.
Fee-Only Financial Planning, L.C. held 5,941 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 5,941 sharesChange vs previous 13F 0 shares
0.18% of the 13F portfolio, value $343,627.
13F-HR 0001954044-26-000003 filed by Fee-Only Financial Planning, L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,941 sharesChange vs previous 13F 0 shares
0.21% of the 13F portfolio, value $342,439.
13F-HR 0001954044-26-000002 filed by Fee-Only Financial Planning, L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,941 sharesChange vs previous 13F -272 shares
0.19% of the 13F portfolio, value $319,804.
13F-HR 0001954044-26-000001 filed by Fee-Only Financial Planning, L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,213 sharesChange vs previous 13F 0 shares
0.23% of the 13F portfolio, value $388,126.
13F-HR 0001954044-25-000006 filed by Fee-Only Financial Planning, L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,213 sharesChange vs previous 13F 0 shares
0.26% of the 13F portfolio, value $419,005.
13F-HR 0001954044-25-000004 filed by Fee-Only Financial Planning, L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,213 sharesChange vs previous 13F 0 shares
0.29% of the 13F portfolio, value $421,552.
13F-HR 0001954044-25-000003 filed by Fee-Only Financial Planning, L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,213 sharesChange vs previous 13F 0 shares
0.24% of the 13F portfolio, value $371,102.
13F-HR 0001954044-25-000001 filed by Fee-Only Financial Planning, L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,213 sharesChange vs previous 13F not available
0.29% of the 13F portfolio, value $457,712.
13F-HR 0001954044-24-000007 filed by Fee-Only Financial Planning, L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).