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HEADINVEST, LLC: MDLZ position timeline

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

HEADINVEST, LLC held 12,583 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,583 shares
    Change vs previous 13F -640 shares

    0.14% of the 13F portfolio, value $727,801.

    13F-HR 0001172661-26-003536 filed by HEADINVEST, 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 13,223 shares
    Change vs previous 13F -1,519 shares

    0.16% of the 13F portfolio, value $762,174.

    13F-HR 0001172661-26-002251 filed by HEADINVEST, 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 14,742 shares
    Change vs previous 13F +1,551 shares

    0.16% of the 13F portfolio, value $793,562.

    13F-HR 0001172661-26-000431 filed by HEADINVEST, 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 13,191 shares
    Change vs previous 13F -2,714 shares

    0.17% of the 13F portfolio, value $824,042.

    13F-HR 0001172661-25-004982 filed by HEADINVEST, 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 15,905 shares
    Change vs previous 13F -3,053 shares

    0.23% of the 13F portfolio, value $1,072,633.

    13F-HR 0001172661-25-003356 filed by HEADINVEST, 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 18,958 shares
    Change vs previous 13F +765 shares

    0.25% of the 13F portfolio, value $1,286,300.

    13F-HR 0001172661-25-001993 filed by HEADINVEST, 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 18,193 shares
    Change vs previous 13F +197 shares

    0.21% of the 13F portfolio, value $1,086,668.

    13F-HR 0001172661-25-001323 filed by HEADINVEST, 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 17,996 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,325,765.

    13F-HR 0001172661-24-005343 filed by HEADINVEST, LLC
    Filed (acceptance time not in the bulk data set), ingested

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