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HOWE & RUSLING INC: MDLZ position timeline

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

HOWE & RUSLING INC held 169,469 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 169,469 shares
    Change vs previous 13F -24,697 shares

    0.57% of the 13F portfolio, value $9,802,059.

    13F-HR 0001398344-26-013907 filed by HOWE & RUSLING 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 194,166 shares
    Change vs previous 13F +44,144 shares

    0.73% of the 13F portfolio, value $11,191,732.

    13F-HR 0001398344-26-007373 filed by HOWE & RUSLING 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 150,022 shares
    Change vs previous 13F -53,651 shares

    0.53% of the 13F portfolio, value $8,075,710.

    13F-HR 0001398344-26-003195 filed by HOWE & RUSLING 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 203,673 shares
    Change vs previous 13F +4,384 shares

    0.87% of the 13F portfolio, value $12,723,470.

    13F-HR 0001398344-25-020331 filed by HOWE & RUSLING 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 199,289 shares
    Change vs previous 13F +6,065 shares

    0.99% of the 13F portfolio, value $13,440,083.

    13F-HR 0001398344-25-014994 filed by HOWE & RUSLING 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 193,224 shares
    Change vs previous 13F +101,393 shares

    1.1% of the 13F portfolio, value $13,110,235.

    13F-HR 0001398344-25-011899 filed by HOWE & RUSLING 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 91,831 shares
    Change vs previous 13F -16,539 shares

    0.47% of the 13F portfolio, value $5,485,065.

    13F-HR 0001398344-25-002485 filed by HOWE & RUSLING INC
    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 108,370 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $7,983,640.

    13F-HR 0001398344-24-020389 filed by HOWE & RUSLING INC
    Filed (acceptance time not in the bulk data set), ingested

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