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Disclosery

HB Wealth Management, LLC: MDLZ position timeline

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

HB Wealth Management, LLC held 113,872 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 113,872 shares
    Change vs previous 13F +61 shares

    0.04% of the 13F portfolio, value $6,586,357.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 113,811 shares
    Change vs previous 13F -8,885 shares

    0.04% of the 13F portfolio, value $6,560,096.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 122,696 shares
    Change vs previous 13F -23,262 shares

    0.04% of the 13F portfolio, value $6,604,732.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 145,958 shares
    Change vs previous 13F +9,791 shares

    0.06% of the 13F portfolio, value $9,118,006.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 136,167 shares
    Change vs previous 13F +15,423 shares

    0.07% of the 13F portfolio, value $9,183,167.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 120,744 shares
    Change vs previous 13F +39,936 shares

    0.07% of the 13F portfolio, value $8,192,528.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 80,808 shares
    Change vs previous 13F +7,087 shares

    0.05% of the 13F portfolio, value $4,826,641.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, 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 73,721 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,431,091.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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