U.S. Capital Wealth Advisors, LLC: MDLZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of U.S. Capital Wealth Advisors, LLC on MDLZ, newest first. How the timeline and the estimate are built.
U.S. Capital Wealth Advisors, LLC held 13,038 MDLZ shares at 2026-03-31 per its 13F-HR filed 2026-04-07.
the latest 13F is the newest step
- period ended2026-03-3113F 13,038 sharesChange vs previous 13F +136 shares
0.02% of the 13F portfolio, value $751,512.
13F-HR 0001808915-26-000002 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 12,902 sharesChange vs previous 13F -453 shares
0.02% of the 13F portfolio, value $694,525.
13F-HR 0001808915-26-000001 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,355 sharesChange vs previous 13F -808 shares
0.02% of the 13F portfolio, value $834,297.
13F-HR 0001808915-25-000007 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 14,163 sharesChange vs previous 13F +118 shares
0.03% of the 13F portfolio, value $955,166.
13F-HR 0001808915-25-000006 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 14,045 sharesChange vs previous 13F +3,646 shares
0.03% of the 13F portfolio, value $952,987.
13F-HR 0001808915-25-000005 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,399 sharesChange vs previous 13F +3,774 shares
0.02% of the 13F portfolio, value $621,147.
13F-HR 0001808915-25-000001 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,625 sharesChange vs previous 13F -8,958 shares
0.02% of the 13F portfolio, value $488,034.
13F-HR 0001808915-24-000007 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 15,583 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $1,019,746.
13F-HR 0001808915-24-000004 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).