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Perennial Advisors, LLC: MDLZ position timeline

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

Perennial Advisors, LLC held 46,820 MDLZ shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 46,820 shares
    Change vs previous 13F +954 shares

    0.4% of the 13F portfolio, value $2,707,583.

    13F-HR 0001697360-26-000005 filed by Perennial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 45,866 shares
    Change vs previous 13F -31,588 shares

    0.41% of the 13F portfolio, value $2,653,292.

    13F-HR 0001697360-26-000003 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 77,454 shares
    Change vs previous 13F +4,439 shares

    0.76% of the 13F portfolio, value $4,465,021.

    13F-HR 0001697360-26-000002 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 73,015 shares
    Change vs previous 13F +75 shares

    0.66% of the 13F portfolio, value $3,930,918.

    13F-HR 0001697360-26-000001 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 72,940 shares
    Change vs previous 13F +816 shares

    0.79% of the 13F portfolio, value $4,557,099.

    13F-HR 0001697360-25-000006 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 72,124 shares
    Change vs previous 13F +71 shares

    0.9% of the 13F portfolio, value $4,864,509.

    13F-HR 0001697360-25-000003 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 72,053 shares
    Change vs previous 13F +8,688 shares

    0.98% of the 13F portfolio, value $4,889,299.

    13F-HR 0001697360-25-000002 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 63,365 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $3,785,260.

    13F-HR 0001697360-25-000001 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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