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Wambolt & Associates, LLC: MDLZ position timeline

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

Wambolt & Associates, LLC held 44,827 MDLZ shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 44,827 shares
    Change vs previous 13F +8,677 shares

    1.04% of the 13F portfolio, value $3,091,283.

    13F-HR 0001755723-25-000003 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 36,150 shares
    Change vs previous 13F +1,464 shares

    0.83% of the 13F portfolio, value $2,445,520.

    13F-HR 0001755723-25-000002 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 34,686 shares
    Change vs previous 13F -7,508 shares

    0.66% of the 13F portfolio, value $2,071,819.

    13F-HR 0001755723-25-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 42,194 shares
    Change vs previous 13F +3,030 shares

    0.84% of the 13F portfolio, value $3,079,733.

    13F-HR 0001755723-24-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 39,164 shares
    Change vs previous 13F +1,774 shares

    0.74% of the 13F portfolio, value $2,555,085.

    13F-HR 0001085146-24-003550 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 37,390 shares
    Change vs previous 13F +6,944 shares

    0.78% of the 13F portfolio, value $2,608,339.

    13F-HR 0001085146-24-002145 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 30,446 shares
    Change vs previous 13F +4,176 shares

    0.72% of the 13F portfolio, value $2,205,204.

    13F-HR 0001085146-24-000826 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 26,270 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,799,232.

    13F-HR 0001085146-23-004132 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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