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Portside Wealth Group, LLC: MDLZ position timeline

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

Portside Wealth Group, LLC held 63,502 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 63,502 shares
    Change vs previous 13F +6,199 shares

    0.43% of the 13F portfolio, value $3,672,967.

    13F-HR 0002085853-26-000726 filed by Portside Wealth 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 57,303 shares
    Change vs previous 13F +30,250 shares

    0.45% of the 13F portfolio, value $3,302,956.

    13F-HR 0002085853-26-000585 filed by Portside Wealth 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 27,053 shares
    Change vs previous 13F -3,751 shares

    0.2% of the 13F portfolio, value $1,456,273.

    13F-HR 0002085853-26-000060 filed by Portside Wealth 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 30,804 shares
    Change vs previous 13F -3,334 shares

    0.27% of the 13F portfolio, value $1,924,337.

    13F-HR 0002085853-25-000232 filed by Portside Wealth 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 34,138 shares
    Change vs previous 13F +1,240 shares

    0.34% of the 13F portfolio, value $2,302,279.

    13F-HR 0001667731-25-001085 filed by Portside Wealth 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/A 32,898 shares
    Change vs previous 13F +13,195 shares

    0.36% of the 13F portfolio, value $2,232,141.

    13F-HR/A 0001667731-25-000429 filed by Portside Wealth 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/A 19,703 shares
    Change vs previous 13F -821 shares

    0.19% of the 13F portfolio, value $1,176,871.

    13F-HR/A 0001667731-25-000428 filed by Portside Wealth 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 20,524 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,512,017.

    13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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