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United Asset Strategies, Inc.: MDLZ position timeline

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

United Asset Strategies, Inc. held 8,165 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,165 shares
    Change vs previous 13F -7,251 shares

    0.03% of the 13F portfolio, value $472,242.

    13F-HR 0002085853-26-000695 filed by United Asset Strategies, Inc.
    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 15,416 shares
    Change vs previous 13F +9,006 shares

    0.07% of the 13F portfolio, value $888,589.

    13F-HR 0002085853-26-000524 filed by United Asset Strategies, Inc.
    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 6,410 shares
    Change vs previous 13F -23,540 shares

    0.03% of the 13F portfolio, value $345,068.

    13F-HR 0001193125-26-026726 filed by United Asset Strategies, Inc.
    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 29,950 shares
    Change vs previous 13F +319 shares

    0.15% of the 13F portfolio, value $1,870,951.

    13F-HR 0001193125-25-248293 filed by United Asset Strategies, Inc.
    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 29,631 shares
    Change vs previous 13F +14,323 shares

    0.17% of the 13F portfolio, value $1,998,309.

    13F-HR 0000950123-25-007303 filed by United Asset Strategies, Inc.
    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 15,308 shares
    Change vs previous 13F +457 shares

    0.1% of the 13F portfolio, value $1,038,661.

    13F-HR 0000950123-25-005096 filed by United Asset Strategies, Inc.
    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 14,851 shares
    Change vs previous 13F -11,143 shares

    0.08% of the 13F portfolio, value $887,043.

    13F-HR 0000950123-25-000460 filed by United Asset Strategies, Inc.
    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 25,994 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,914,990.

    13F-HR 0000950123-24-009949 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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