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Disclosery

Joule Financial, LLC: MDLZ position timeline

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

Joule Financial, LLC held 5,117 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,117 shares
    Change vs previous 13F +49 shares

    0.08% of the 13F portfolio, value $295,967.

    13F-HR 0001172661-26-002634 filed by Joule Financial, 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 5,068 shares
    Change vs previous 13F +718 shares

    0.09% of the 13F portfolio, value $292,120.

    13F-HR 0001172661-26-001484 filed by Joule Financial, 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 4,350 shares
    Change vs previous 13F -672 shares

    0.07% of the 13F portfolio, value $234,161.

    13F-HR 0001172661-26-000225 filed by Joule Financial, 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 5,022 shares
    Change vs previous 13F +77 shares

    0.09% of the 13F portfolio, value $313,724.

    13F-HR 0001172661-25-004552 filed by Joule Financial, 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 4,945 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $333,491.

    13F-HR 0001172661-25-002679 filed by Joule Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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