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Icon Wealth Advisors, LLC: MDLZ position timeline

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

Icon Wealth Advisors, LLC held 41,535 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 41,535 shares
    Change vs previous 13F -132 shares

    0.14% of the 13F portfolio, value $2,402,402.

    13F-HR 0001963212-26-000003 filed by Icon 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 41,667 shares
    Change vs previous 13F -12,602 shares

    0.17% of the 13F portfolio, value $2,543,383.

    13F-HR 0001963212-26-000002 filed by Icon 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 54,269 shares
    Change vs previous 13F -15,323 shares

    0.19% of the 13F portfolio, value $2,921,346.

    13F-HR 0001963212-26-000001 filed by Icon 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 69,592 shares
    Change vs previous 13F +980 shares

    0.29% of the 13F portfolio, value $4,347,395.

    13F-HR 0001963212-25-000007 filed by Icon 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 68,612 shares
    Change vs previous 13F +3,260 shares

    0.33% of the 13F portfolio, value $4,627,210.

    13F-HR 0001963212-25-000004 filed by Icon 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 65,352 shares
    Change vs previous 13F +7,374 shares

    0.36% of the 13F portfolio, value $4,434,117.

    13F-HR 0001963212-25-000003 filed by Icon 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 57,978 shares
    Change vs previous 13F -1,154 shares

    0.28% of the 13F portfolio, value $3,463,015.

    13F-HR 0001963212-25-000002 filed by Icon 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/A 59,132 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $4,356,259.

    13F-HR/A 0001963212-24-000008 filed by Icon Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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