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MEANS INVESTMENT CO., INC.: MDLZ position timeline

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

MEANS INVESTMENT CO., INC. held 17,056 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,056 shares
    Change vs previous 13F -780 shares

    0.07% of the 13F portfolio, value $986,514.

    13F-HR 0000701516-26-000004 filed by MEANS INVESTMENT CO., 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 17,836 shares
    Change vs previous 13F -1,144 shares

    0.09% of the 13F portfolio, value $1,028,052.

    13F-HR 0000701516-26-000002 filed by MEANS INVESTMENT CO., 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 18,980 shares
    Change vs previous 13F -937 shares

    0.09% of the 13F portfolio, value $1,021,681.

    13F-HR 0000701516-26-000001 filed by MEANS INVESTMENT CO., 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 19,917 shares
    Change vs previous 13F -1,003 shares

    0.11% of the 13F portfolio, value $1,244,202.

    13F-HR 0000701516-25-000007 filed by MEANS INVESTMENT CO., 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 20,920 shares
    Change vs previous 13F -1,565 shares

    0.13% of the 13F portfolio, value $1,410,843.

    13F-HR 0000701516-25-000006 filed by MEANS INVESTMENT CO., 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 22,485 shares
    Change vs previous 13F -7,068 shares

    0.16% of the 13F portfolio, value $1,525,616.

    13F-HR 0000701516-25-000002 filed by MEANS INVESTMENT CO., 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 29,553 shares
    Change vs previous 13F -1,340 shares

    0.18% of the 13F portfolio, value $1,765,183.

    13F-HR 0000701516-25-000001 filed by MEANS INVESTMENT CO., 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 30,893 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,275,913.

    13F-HR 0000701516-24-000005 filed by MEANS INVESTMENT CO., INC.
    Filed (acceptance time not in the bulk data set), ingested

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