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PBMares Wealth Management LLC: MDLZ position timeline

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

PBMares Wealth Management LLC held 11,356 MDLZ shares at 2025-09-30 per its 13F-HR filed 2025-10-27.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 11,356 shares
    Change vs previous 13F -483 shares

    0.11% of the 13F portfolio, value $709,434.

    13F-HR 0001801682-25-000005 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 11,839 shares
    Change vs previous 13F -20 shares

    0.15% of the 13F portfolio, value $798,406.

    13F-HR 0001801682-25-000004 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 11,859 shares
    Change vs previous 13F +5,492 shares

    0.16% of the 13F portfolio, value $804,643.

    13F-HR 0001801682-25-000003 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 6,367 shares
    Change vs previous 13F -368 shares

    0.08% of the 13F portfolio, value $380,322.

    13F-HR 0001801682-25-000001 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 6,735 shares
    Change vs previous 13F -398 shares

    0.1% of the 13F portfolio, value $496,186.

    13F-HR 0001801682-24-000005 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 7,133 shares
    Change vs previous 13F -1,376 shares

    0.11% of the 13F portfolio, value $466,774.

    13F-HR 0001801682-24-000003 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 8,509 shares
    Change vs previous 13F -833 shares

    0.16% of the 13F portfolio, value $595,644.

    13F-HR 0001801682-24-000002 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 9,342 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $676,612.

    13F-HR 0001801682-24-000001 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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