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Sheaff Brock Investment Advisors, LLC: MDLZ position timeline

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

Sheaff Brock Investment Advisors, LLC held 30,445 MDLZ shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 30,445 shares
    Change vs previous 13F +850 shares

    0.19% of the 13F portfolio, value $2,065,712.

    13F-HR 0001666789-25-000004 filed by Sheaff Brock Investment 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 ended2024-12-31
    13F 29,595 shares
    Change vs previous 13F +116 shares

    0.15% of the 13F portfolio, value $1,767,726.

    13F-HR 0001666789-25-000001 filed by Sheaff Brock Investment 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 ended2024-09-30
    13F 29,479 shares
    Change vs previous 13F +390 shares

    0.19% of the 13F portfolio, value $2,171,709.

    13F-HR 0001666789-24-000007 filed by Sheaff Brock Investment 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 ended2024-06-30
    13F 29,089 shares
    Change vs previous 13F -2,077 shares

    0.18% of the 13F portfolio, value $1,903,565.

    13F-HR 0001666789-24-000004 filed by Sheaff Brock Investment 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 ended2024-03-31
    13F 31,166 shares
    Change vs previous 13F +243 shares

    0.17% of the 13F portfolio, value $2,181,641.

    13F-HR 0001666789-24-000003 filed by Sheaff Brock Investment 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 ended2023-12-31
    13F 30,923 shares
    Change vs previous 13F +1,808 shares

    0.2% of the 13F portfolio, value $2,239,759.

    13F-HR 0001666789-24-000001 filed by Sheaff Brock Investment 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 ended2023-09-30
    13F 29,115 shares
    Change vs previous 13F +94 shares

    0.2% of the 13F portfolio, value $2,020,554.

    13F-HR 0001666789-23-000004 filed by Sheaff Brock Investment 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 ended2023-06-30
    13F 29,021 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,116,827.

    13F-HR 0001666789-23-000003 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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