Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: MDLZ position timeline

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

Steward Partners Investment Advisory, LLC held 143,371 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 143,371 shares
    Change vs previous 13F -7,047 shares

    0.04% of the 13F portfolio, value $8,292,597.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 150,418 shares
    Change vs previous 13F -1,891 shares

    0.04% of the 13F portfolio, value $8,670,109.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 152,309 shares
    Change vs previous 13F -8,150 shares

    0.04% of the 13F portfolio, value $8,198,812.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 160,459 shares
    Change vs previous 13F +1,860 shares

    0.06% of the 13F portfolio, value $10,023,813.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 158,599 shares
    Change vs previous 13F +514 shares

    0.08% of the 13F portfolio, value $10,695,861.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 158,085 shares
    Change vs previous 13F -1,221 shares

    0.09% of the 13F portfolio, value $10,726,067.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 159,306 shares
    Change vs previous 13F +3,233 shares

    0.08% of the 13F portfolio, value $9,515,350.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 156,073 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $11,497,928.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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