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Disclosery

Merit Financial Group, LLC: MDLZ position timeline

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

Merit Financial Group, LLC held 51,470 MDLZ shares at 2026-06-30 per its 13F-HR/A filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 51,470 shares
    Change vs previous 13F -18,839 shares

    0.02% of the 13F portfolio, value $2,977,076.

    13F-HR/A 0001621225-26-000007 filed by Merit Financial Group, 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 70,309 shares
    Change vs previous 13F +3,366 shares

    0.03% of the 13F portfolio, value $4,052,621.

    13F-HR 0001621225-26-000005 filed by Merit Financial Group, 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 66,943 shares
    Change vs previous 13F -3,269 shares

    0.03% of the 13F portfolio, value $3,603,524.

    13F-HR 0001621225-26-000003 filed by Merit Financial Group, 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/A 70,212 shares
    Change vs previous 13F -2,998 shares

    0.04% of the 13F portfolio, value $4,386,196.

    13F-HR/A 0001621225-25-000008 filed by Merit Financial Group, 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 73,210 shares
    Change vs previous 13F +19,392 shares

    0.06% of the 13F portfolio, value $4,937,290.

    13F-HR 0001621225-25-000006 filed by Merit Financial Group, 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 53,818 shares
    Change vs previous 13F +4,302 shares

    0.05% of the 13F portfolio, value $3,651,533.

    13F-HR 0001621225-25-000003 filed by Merit Financial Group, LLC
    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 49,516 shares
    Change vs previous 13F -8,515 shares

    0.05% of the 13F portfolio, value $2,957,609.

    13F-HR 0001621225-25-000002 filed by Merit Financial Group, LLC
    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 58,031 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,275,126.

    13F-HR 0001621225-24-000007 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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