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Disclosery

JAMISON PRIVATE WEALTH MANAGEMENT, INC.: MDLZ position timeline

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

JAMISON PRIVATE WEALTH MANAGEMENT, INC. held 24,649 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,649 shares
    Change vs previous 13F -111 shares

    0.15% of the 13F portfolio, value $1,425,697.

    13F-HR 0002006637-26-000003 filed by JAMISON PRIVATE WEALTH MANAGEMENT, 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 24,760 shares
    Change vs previous 13F -2,935 shares

    0.17% of the 13F portfolio, value $1,427,142.

    13F-HR 0002006637-26-000002 filed by JAMISON PRIVATE WEALTH MANAGEMENT, 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 27,695 shares
    Change vs previous 13F -1,294 shares

    0.18% of the 13F portfolio, value $1,490,797.

    13F-HR 0002006637-26-000001 filed by JAMISON PRIVATE WEALTH MANAGEMENT, 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 28,989 shares
    Change vs previous 13F +172 shares

    0.23% of the 13F portfolio, value $1,810,904.

    13F-HR 0002006637-25-000006 filed by JAMISON PRIVATE WEALTH MANAGEMENT, 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 28,817 shares
    Change vs previous 13F -1,764 shares

    0.28% of the 13F portfolio, value $1,943,436.

    13F-HR 0002006637-25-000003 filed by JAMISON PRIVATE WEALTH MANAGEMENT, 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 30,581 shares
    Change vs previous 13F -94 shares

    0.32% of the 13F portfolio, value $2,074,872.

    13F-HR 0002006637-25-000002 filed by JAMISON PRIVATE WEALTH MANAGEMENT, 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 30,675 shares
    Change vs previous 13F +541 shares

    0.27% of the 13F portfolio, value $1,832,214.

    13F-HR 0002006637-25-000001 filed by JAMISON PRIVATE WEALTH MANAGEMENT, 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 30,134 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $2,219,987.

    13F-HR 0002006637-24-000006 filed by JAMISON PRIVATE WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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