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TrinityPoint Wealth, LLC: MDLZ position timeline

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

TrinityPoint Wealth, LLC held 10,550 MDLZ shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 10,550 shares
    Change vs previous 13F -38 shares

    0.09% of the 13F portfolio, value $630,159.

    13F-HR 0001085146-25-001498 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 10,588 shares
    Change vs previous 13F -755 shares

    0.11% of the 13F portfolio, value $780,040.

    13F-HR 0001765380-24-000406 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 11,343 shares
    Change vs previous 13F +41 shares

    0.12% of the 13F portfolio, value $742,270.

    13F-HR 0001765380-24-000249 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 11,302 shares
    Change vs previous 13F -632 shares

    0.13% of the 13F portfolio, value $791,164.

    13F-HR 0001765380-24-000197 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F/A 11,934 shares
    Change vs previous 13F -747 shares

    0.16% of the 13F portfolio, value $864,406.

    13F-HR/A 0001765380-24-000151 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 12,681 shares
    Change vs previous 13F +57 shares

    0.18% of the 13F portfolio, value $880,081.

    13F-HR 0001765380-23-000217 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 12,624 shares
    Change vs previous 13F +93 shares

    0.18% of the 13F portfolio, value $920,780.

    13F-HR 0001765380-23-000130 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 12,531 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $873,683.

    13F-HR 0001765380-23-000089 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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