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Disclosery

Roxbury Financial LLC: MDLZ position timeline

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

Roxbury Financial LLC held 1,600 MDLZ shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,600 shares
    Change vs previous 13F +10 shares

    0.07% of the 13F portfolio, value $92,497.

    13F-HR 0002054149-26-000004 filed by Roxbury Financial LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,590 shares
    Change vs previous 13F +10 shares

    0.07% of the 13F portfolio, value $91,970.

    13F-HR 0002054149-26-000003 filed by Roxbury Financial 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 1,580 shares
    Change vs previous 13F +12 shares

    0.08% of the 13F portfolio, value $91,080.

    13F-HR 0002054149-26-000002 filed by Roxbury Financial 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 1,568 shares
    Change vs previous 13F -263 shares

    0.08% of the 13F portfolio, value $84,412.

    13F-HR 0002054149-26-000001 filed by Roxbury Financial 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 1,831 shares
    Change vs previous 13F +11 shares

    0.11% of the 13F portfolio, value $114,398.

    13F-HR 0002054149-25-000006 filed by Roxbury Financial 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 1,820 shares
    Change vs previous 13F -37 shares

    0.12% of the 13F portfolio, value $122,745.

    13F-HR 0002054149-25-000004 filed by Roxbury Financial 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 1,857 shares
    Change vs previous 13F -287 shares

    0.12% of the 13F portfolio, value $119,295.

    13F-HR 0002054149-25-000003 filed by Roxbury Financial 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 2,144 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $139,255.

    13F-HR 0002054149-25-000001 filed by Roxbury Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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