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Disclosery

Key Financial Inc: MDLZ position timeline

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

Key Financial Inc held 13,143 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,143 shares
    Change vs previous 13F +4 shares

    0.12% of the 13F portfolio, value $760,205.

    13F-HR 0001420506-26-001284 filed by Key Financial 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 13,139 shares
    Change vs previous 13F -306 shares

    0.13% of the 13F portfolio, value $757,355.

    13F-HR 0001420506-26-000728 filed by Key Financial 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 13,445 shares
    Change vs previous 13F -23 shares

    0.13% of the 13F portfolio, value $723,763.

    13F-HR 0001420506-26-000230 filed by Key Financial 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 13,468 shares
    Change vs previous 13F +5 shares

    0.16% of the 13F portfolio, value $850,755.

    13F-HR 0001420506-25-003018 filed by Key Financial 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 13,463 shares
    Change vs previous 13F +3 shares

    0.18% of the 13F portfolio, value $907,918.

    13F-HR 0001420506-25-001702 filed by Key Financial 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 13,460 shares
    Change vs previous 13F -1,069 shares

    0.2% of the 13F portfolio, value $913,229.

    13F-HR 0001420506-25-000850 filed by Key Financial 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 14,529 shares
    Change vs previous 13F -197 shares

    0.2% of the 13F portfolio, value $867,812.

    13F-HR 0001420506-25-000102 filed by Key Financial 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 14,726 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,084,868.

    13F-HR 0001420506-24-002182 filed by Key Financial Inc
    Filed (acceptance time not in the bulk data set), ingested

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