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REILLY FINANCIAL ADVISORS, LLC: MDLZ position timeline

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

REILLY FINANCIAL ADVISORS, LLC held 219,095 MDLZ shares at 2021-12-31 per its 13F-HR filed 2022-01-25.

the latest 13F is the newest step

  1. period ended2021-12-31
    13F 219,095 shares
    Change vs previous 13F +6,400 shares

    1.08% of the 13F portfolio, value $14,528,000.

    13F-HR 0001363561-22-000002 filed by REILLY FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-09-30
    13F 212,695 shares
    Change vs previous 13F +7,341 shares

    1.05% of the 13F portfolio, value $12,375,000.

    13F-HR 0001363561-21-000006 filed by REILLY FINANCIAL 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 ended2021-06-30
    13F 205,354 shares
    Change vs previous 13F +9,264 shares

    1.04% of the 13F portfolio, value $12,822,000.

    13F-HR 0001363561-21-000005 filed by REILLY FINANCIAL 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 ended2021-03-31
    13F 196,090 shares
    Change vs previous 13F +5,111 shares

    1.01% of the 13F portfolio, value $11,477,000.

    13F-HR 0001363561-21-000004 filed by REILLY FINANCIAL 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 ended2020-12-31
    13F 190,979 shares
    Change vs previous 13F +5,342 shares

    1.05% of the 13F portfolio, value $11,167,000.

    13F-HR 0001363561-21-000002 filed by REILLY FINANCIAL 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 ended2020-09-30
    13F 185,637 shares
    Change vs previous 13F -1,069 shares

    1.14% of the 13F portfolio, value $10,665,000.

    13F-HR 0001363561-20-000008 filed by REILLY FINANCIAL 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 ended2020-06-30
    13F 186,706 shares
    Change vs previous 13F +5,396 shares

    1.13% of the 13F portfolio, value $9,546,000.

    13F-HR 0001363561-20-000006 filed by REILLY FINANCIAL 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 ended2020-03-31
    13F 181,310 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $9,080,000.

    13F-HR 0001363561-20-000004 filed by REILLY FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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