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Disclosery

Wallace Advisory Group, LLC: MDLZ position timeline

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

Wallace Advisory Group, LLC held 7,328 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,328 shares
    Change vs previous 13F +500 shares

    0.4% of the 13F portfolio, value $423,851.

    13F-HR 0001932645-26-000003 filed by Wallace Advisory Group, 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 6,828 shares
    Change vs previous 13F +1,701 shares

    0.42% of the 13F portfolio, value $393,566.

    13F-HR 0001932645-26-000002 filed by Wallace Advisory Group, 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 5,127 shares
    Change vs previous 13F -3,045 shares

    0.29% of the 13F portfolio, value $275,986.

    13F-HR 0001932645-26-000001 filed by Wallace Advisory Group, 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 8,172 shares
    Change vs previous 13F -913 shares

    0.44% of the 13F portfolio, value $551,120.

    13F-HR 0001932645-25-000002 filed by Wallace Advisory Group, 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 9,085 shares
    Change vs previous 13F +2,982 shares

    0.45% of the 13F portfolio, value $616,417.

    13F-HR 0001085146-25-004313 filed by Wallace Advisory Group, 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 6,103 shares
    Change vs previous 13F +316 shares

    0.25% of the 13F portfolio, value $364,532.

    13F-HR 0001085146-25-001938 filed by Wallace Advisory Group, 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 5,787 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $426,329.

    13F-HR 0001085146-25-000155 filed by Wallace Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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