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Foster Victor Wealth Advisors, LLC: MDLZ position timeline

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

Foster Victor Wealth Advisors, LLC held 160,641 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 160,641 shares
    Change vs previous 13F +15,002 shares

    0.5% of the 13F portfolio, value $9,445,698.

    13F-HR 0001769063-26-000003 filed by Foster Victor Wealth Advisors, LLC
    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 145,639 shares
    Change vs previous 13F +28,407 shares

    0.48% of the 13F portfolio, value $8,423,784.

    13F-HR 0001769063-26-000002 filed by Foster Victor Wealth Advisors, LLC
    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 117,232 shares
    Change vs previous 13F -1,402 shares

    0.39% of the 13F portfolio, value $6,710,385.

    13F-HR 0001769063-26-000001 filed by Foster Victor Wealth Advisors, LLC
    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 118,634 shares
    Change vs previous 13F +10,447 shares

    0.46% of the 13F portfolio, value $7,434,775.

    13F-HR 0001085146-25-005901 filed by Foster Victor Wealth Advisors, LLC
    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 108,187 shares
    Change vs previous 13F +3,269 shares

    0.49% of the 13F portfolio, value $7,232,333.

    13F-HR 0001085146-25-003864 filed by Foster Victor Wealth Advisors, LLC
    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 104,918 shares
    Change vs previous 13F +1,790 shares

    0.57% of the 13F portfolio, value $7,034,752.

    13F-HR 0001085146-25-002140 filed by Foster Victor Wealth Advisors, LLC
    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 103,128 shares
    Change vs previous 13F +19,516 shares

    0.46% of the 13F portfolio, value $5,966,986.

    13F-HR 0001085146-25-000412 filed by Foster Victor Wealth Advisors, LLC
    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 83,612 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $5,940,639.

    13F-HR 0001085146-24-004905 filed by Foster Victor Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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