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Disclosery

Summit Financial, LLC: MDLZ position timeline

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

Summit Financial, LLC held 18,282 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,282 shares
    Change vs previous 13F +68 shares

    0.01% of the 13F portfolio, value $1,066,572.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 18,214 shares
    Change vs previous 13F -3,002 shares

    0.01% of the 13F portfolio, value $1,058,870.

    13F-HR 0001172661-26-002343 filed by Summit 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 ended2025-12-31
    13F 21,216 shares
    Change vs previous 13F +311 shares

    0.02% of the 13F portfolio, value $1,152,685.

    13F-HR 0001172661-26-000703 filed by Summit 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 ended2025-09-30
    13F 20,905 shares
    Change vs previous 13F -238 shares

    0.02% of the 13F portfolio, value $1,305,941.

    13F-HR 0001172661-25-004930 filed by Summit 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 ended2025-06-30
    13F 21,143 shares
    Change vs previous 13F +576 shares

    0.03% of the 13F portfolio, value $1,435,778.

    13F-HR 0001765536-25-000007 filed by Summit 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 ended2025-03-31
    13F 20,567 shares
    Change vs previous 13F -2,225 shares

    0.04% of the 13F portfolio, value $1,395,471.

    13F-HR 0001765536-25-000004 filed by Summit 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 ended2024-12-31
    13F 22,792 shares
    Change vs previous 13F +2,556 shares

    0.05% of the 13F portfolio, value $1,372,076.

    13F-HR 0001765536-25-000001 filed by Summit 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 ended2024-09-30
    13F 20,236 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,500,287.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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