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Disclosery

LifePlan Financial, LLC: MDLZ position timeline

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

LifePlan Financial, LLC held 23,701 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,701 shares
    Change vs previous 13F +7,894 shares

    0.96% of the 13F portfolio, value $1,370,866.

    13F-HR 0001739485-26-000004 filed by LifePlan 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 15,807 shares
    Change vs previous 13F +4,879 shares

    0.67% of the 13F portfolio, value $911,115.

    13F-HR 0001739485-26-000002 filed by LifePlan 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 10,928 shares
    Change vs previous 13F -572 shares

    0.45% of the 13F portfolio, value $588,254.

    13F-HR 0001739485-26-000001 filed by LifePlan 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 11,500 shares
    Change vs previous 13F +6,805 shares

    0.57% of the 13F portfolio, value $718,405.

    13F-HR 0001739485-25-000006 filed by LifePlan 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 4,695 shares
    Change vs previous 13F -212 shares

    0.26% of the 13F portfolio, value $316,631.

    13F-HR 0001739485-25-000003 filed by LifePlan Financial, 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 4,907 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $332,940.

    13F-HR 0001739485-25-000002 filed by LifePlan Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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