Skip to content
Disclosery

Private Wealth Asset Management, LLC: MDLZ position timeline

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

Private Wealth Asset Management, LLC held 11,205 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,205 shares
    Change vs previous 13F -693 shares

    0.06% of the 13F portfolio, value $648,097.

    13F-HR 0001883006-26-000007 filed by Private Wealth Asset 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 ended2026-03-31
    13F 11,898 shares
    Change vs previous 13F -1,907 shares

    0.07% of the 13F portfolio, value $685,801.

    13F-HR 0001883006-26-000005 filed by Private Wealth Asset 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 ended2025-12-31
    13F 13,805 shares
    Change vs previous 13F -426 shares

    0.08% of the 13F portfolio, value $743,123.

    13F-HR 0001883006-26-000003 filed by Private Wealth Asset 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 ended2025-09-30
    13F 14,231 shares
    Change vs previous 13F -1,450 shares

    0.1% of the 13F portfolio, value $889,011.

    13F-HR 0001883006-25-000003 filed by Private Wealth Asset 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 ended2025-06-30
    13F 15,681 shares
    Change vs previous 13F -2,149 shares

    0.14% of the 13F portfolio, value $1,057,527.

    13F-HR 0001855205-25-000033 filed by Private Wealth Asset 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 ended2025-03-31
    13F 17,830 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,209,766.

    13F-HR 0001855205-25-000031 filed by Private Wealth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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