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Disclosery

SP Asset Management LLC: MDLZ position timeline

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

SP Asset Management LLC held 50,335 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,335 shares
    Change vs previous 13F -7,450 shares

    0.23% of the 13F portfolio, value $2,911,382.

    13F-HR 0001962086-26-000005 filed by SP 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 57,785 shares
    Change vs previous 13F -2,197 shares

    0.29% of the 13F portfolio, value $3,330,739.

    13F-HR 0001962086-26-000004 filed by SP 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 59,982 shares
    Change vs previous 13F +449 shares

    0.26% of the 13F portfolio, value $3,228,852.

    13F-HR 0001962086-26-000001 filed by SP 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 59,533 shares
    Change vs previous 13F +383 shares

    0.3% of the 13F portfolio, value $3,719,018.

    13F-HR 0001962086-25-000007 filed by SP 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 59,150 shares
    Change vs previous 13F +393 shares

    0.33% of the 13F portfolio, value $3,989,090.

    13F-HR 0001962086-25-000004 filed by SP 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 58,757 shares
    Change vs previous 13F -2,280 shares

    0.35% of the 13F portfolio, value $3,986,632.

    13F-HR 0001962086-25-000003 filed by SP Asset Management 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 61,037 shares
    Change vs previous 13F +119 shares

    0.31% of the 13F portfolio, value $3,645,713.

    13F-HR 0001962086-25-000001 filed by SP Asset Management 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 60,918 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $4,487,822.

    13F-HR 0001962086-24-000006 filed by SP Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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