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Independent Advisor Alliance: MDLZ position timeline

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

Independent Advisor Alliance held 30,093 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,093 shares
    Change vs previous 13F +453 shares

    0.04% of the 13F portfolio, value $1,740,580.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 29,640 shares
    Change vs previous 13F -11,855 shares

    0.02% of the 13F portfolio, value $1,708,427.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 41,495 shares
    Change vs previous 13F -5,318 shares

    0.05% of the 13F portfolio, value $2,233,646.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 46,813 shares
    Change vs previous 13F +2,361 shares

    0.08% of the 13F portfolio, value $2,924,409.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 44,452 shares
    Change vs previous 13F -1,016 shares

    0.09% of the 13F portfolio, value $2,997,853.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 45,468 shares
    Change vs previous 13F -8,281 shares

    0.1% of the 13F portfolio, value $3,085,023.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 53,749 shares
    Change vs previous 13F +1,349 shares

    0.04% of the 13F portfolio, value $3,210,432.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 52,400 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,860,340.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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