Fingerlakes Wealth Management, Inc.: MDLZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fingerlakes Wealth Management, Inc. on MDLZ, newest first. How the timeline and the estimate are built.
Fingerlakes Wealth Management, Inc. held 4,053 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 4,053 sharesChange vs previous 13F +105 shares
0.13% of the 13F portfolio, value $234,426.
13F-HR 0001910248-26-000003 filed by Fingerlakes Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,948 sharesChange vs previous 13F -936 shares
0.15% of the 13F portfolio, value $227,551.
13F-HR 0001910248-26-000002 filed by Fingerlakes Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,884 sharesChange vs previous 13F -158 shares
0.17% of the 13F portfolio, value $262,922.
13F-HR 0001910248-26-000001 filed by Fingerlakes Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,042 sharesChange vs previous 13F +35 shares
0.21% of the 13F portfolio, value $314,985.
13F-HR 0001910248-25-000002 filed by Fingerlakes Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,007 sharesChange vs previous 13F +34 shares
0.25% of the 13F portfolio, value $337,687.
13F-HR 0001085146-25-004321 filed by Fingerlakes Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,973 sharesChange vs previous 13F -343 shares
0.29% of the 13F portfolio, value $337,393.
13F-HR 0001085146-25-002504 filed by Fingerlakes Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,316 sharesChange vs previous 13F +5 shares
0.26% of the 13F portfolio, value $317,520.
13F-HR 0001085146-25-000672 filed by Fingerlakes Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,311 sharesChange vs previous 13F not available
0.33% of the 13F portfolio, value $391,277.
13F-HR 0001085146-24-005248 filed by Fingerlakes Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).