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Orion Portfolio Solutions, LLC: MDLZ position timeline

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

Orion Portfolio Solutions, LLC held 180,645 MDLZ shares at 2025-03-31 per its 13F-HR/A filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F/A 180,645 shares
    Change vs previous 13F +24,464 shares

    0.12% of the 13F portfolio, value $12,256,744.

    13F-HR/A 0001580642-25-003122 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 156,181 shares
    Change vs previous 13F +63,399 shares

    0.09% of the 13F portfolio, value $9,328,676.

    13F-HR 0001580642-25-000963 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 92,782 shares
    Change vs previous 13F +8,886 shares

    0.07% of the 13F portfolio, value $6,835,222.

    13F-HR 0001580642-24-006993 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 83,896 shares
    Change vs previous 13F +3,050 shares

    0.06% of the 13F portfolio, value $5,490,167.

    13F-HR 0001580642-24-004489 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 80,846 shares
    Change vs previous 13F +1,507 shares

    0.06% of the 13F portfolio, value $5,659,263.

    13F-HR 0001580642-24-002627 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 79,339 shares
    Change vs previous 13F +3,351 shares

    0.07% of the 13F portfolio, value $5,848,111.

    13F-HR 0001580642-24-000908 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 75,988 shares
    Change vs previous 13F -208 shares

    0.06% of the 13F portfolio, value $5,273,566.

    13F-HR 0001580642-23-005895 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F/A 76,196 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,557,719.

    13F-HR/A 0001580642-23-004295 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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