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Nicholson Wealth Management Group, LLC: MDLZ position timeline

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

Nicholson Wealth Management Group, LLC held 31,519 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,519 shares
    Change vs previous 13F -1,024 shares

    1.08% of the 13F portfolio, value $1,823,068.

    13F-HR 0001765380-26-000245 filed by Nicholson Wealth Management 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 32,543 shares
    Change vs previous 13F +455 shares

    1.1% of the 13F portfolio, value $1,875,779.

    13F-HR 0001765380-26-000146 filed by Nicholson Wealth Management 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 32,088 shares
    Change vs previous 13F +6,312 shares

    1.01% of the 13F portfolio, value $1,727,297.

    13F-HR 0001765380-26-000030 filed by Nicholson Wealth Management 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 25,776 shares
    Change vs previous 13F +1,935 shares

    0.94% of the 13F portfolio, value $1,610,227.

    13F-HR 0001765380-25-000436 filed by Nicholson Wealth Management 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 23,841 shares
    Change vs previous 13F +266 shares

    0.99% of the 13F portfolio, value $1,607,837.

    13F-HR 0001765380-25-000268 filed by Nicholson Wealth Management 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 23,575 shares
    Change vs previous 13F -922 shares

    1.05% of the 13F portfolio, value $1,599,564.

    13F-HR 0001765380-25-000211 filed by Nicholson Wealth Management 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 24,497 shares
    Change vs previous 13F +12,898 shares

    0.98% of the 13F portfolio, value $1,463,206.

    13F-HR 0001765380-25-000030 filed by Nicholson Wealth Management 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 11,599 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $854,498.

    13F-HR 0001765380-24-000398 filed by Nicholson Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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