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Vista Cima Wealth Management LLC: MDLZ position timeline

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

Vista Cima Wealth Management LLC held 0 MDLZ shares at 2025-12-31 per its 13F-HR filed 2026-02-11.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -14,037 shares

    13F-HR 0002055907-26-000001 filed by Vista Cima Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 14,037 shares
    Change vs previous 13F +10,118 shares

    0.73% of the 13F portfolio, value $876,912.

    13F-HR 0002055907-25-000005 filed by Vista Cima Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 3,919 shares
    Change vs previous 13F -13 shares

    0.25% of the 13F portfolio, value $264,315.

    13F-HR 0001085146-25-004790 filed by Vista Cima Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F/A 3,932 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $266,801.

    13F-HR/A 0001085146-25-003411 filed by Vista Cima Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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