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GWN SECURITIES INC.: MDLZ position timeline

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

GWN SECURITIES INC. held 36,198 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,198 shares
    Change vs previous 13F -3,798 shares

    0.35% of the 13F portfolio, value $2,093,715.

    13F-HR 0001172661-26-003076 filed by GWN SECURITIES 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 39,996 shares
    Change vs previous 13F -8,851 shares

    0.44% of the 13F portfolio, value $2,305,399.

    13F-HR 0001172661-26-001999 filed by GWN SECURITIES 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 48,847 shares
    Change vs previous 13F +4,959 shares

    0.53% of the 13F portfolio, value $2,629,480.

    13F-HR 0001172661-26-000619 filed by GWN SECURITIES 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 43,888 shares
    Change vs previous 13F -45,416 shares

    0.64% of the 13F portfolio, value $2,750,990.

    13F-HR 0001172661-25-004439 filed by GWN SECURITIES 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 89,304 shares
    Change vs previous 13F +29,257 shares

    1.12% of the 13F portfolio, value $6,045,340.

    13F-HR 0001172661-25-002843 filed by GWN SECURITIES 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 60,047 shares
    Change vs previous 13F +44,012 shares

    0.23% of the 13F portfolio, value $4,029,096.

    13F-HR 0001172661-25-002180 filed by GWN SECURITIES 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 16,035 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $921,374.

    13F-HR 0001172661-25-000609 filed by GWN SECURITIES INC.
    Filed (acceptance time not in the bulk data set), ingested

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