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Plancorp, LLC: MDLZ position timeline

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

Plancorp, LLC held 4,107 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,107 shares
    Change vs previous 13F -1,868 shares

    0.01% of the 13F portfolio, value $245,855.

    13F-HR 0001754960-26-000517 filed by Plancorp, 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 5,975 shares
    Change vs previous 13F +40 shares

    0.01% of the 13F portfolio, value $352,549.

    13F-HR 0001754960-26-000252 filed by Plancorp, 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 5,935 shares
    Change vs previous 13F -4,743 shares

    0.01% of the 13F portfolio, value $319,455.

    13F-HR 0001754960-26-000156 filed by Plancorp, 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 10,678 shares
    Change vs previous 13F -127 shares

    0.02% of the 13F portfolio, value $667,055.

    13F-HR 0001754960-25-000672 filed by Plancorp, 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 10,805 shares
    Change vs previous 13F +109 shares

    0.03% of the 13F portfolio, value $728,690.

    13F-HR 0001754960-25-000402 filed by Plancorp, 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 10,696 shares
    Change vs previous 13F +1,285 shares

    0.03% of the 13F portfolio, value $725,727.

    13F-HR 0001879202-25-000022 filed by Plancorp, 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 9,411 shares
    Change vs previous 13F +605 shares

    0.02% of the 13F portfolio, value $562,092.

    13F-HR 0001879202-25-000003 filed by Plancorp, 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 8,806 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $648,723.

    13F-HR 0001879202-24-000057 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

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