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Waverly Advisors, LLC: MDLZ position timeline

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

Waverly Advisors, LLC held 128,475 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 128,475 shares
    Change vs previous 13F +796 shares

    0.04% of the 13F portfolio, value $7,430,992.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, 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 127,679 shares
    Change vs previous 13F -13,150 shares

    0.06% of the 13F portfolio, value $7,359,436.

    13F-HR 0001398344-26-009223 filed by Waverly Advisors, 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 140,829 shares
    Change vs previous 13F +9,126 shares

    0.06% of the 13F portfolio, value $7,580,839.

    13F-HR 0001398344-26-003224 filed by Waverly Advisors, 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 131,703 shares
    Change vs previous 13F -523 shares

    0.08% of the 13F portfolio, value $8,227,475.

    13F-HR 0001398344-25-020944 filed by Waverly Advisors, 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 132,226 shares
    Change vs previous 13F +1,077 shares

    0.1% of the 13F portfolio, value $8,917,332.

    13F-HR 0001398344-25-015429 filed by Waverly Advisors, 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 131,149 shares
    Change vs previous 13F +102,227 shares

    0.11% of the 13F portfolio, value $8,898,452.

    13F-HR 0001398344-25-009517 filed by Waverly Advisors, 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 28,922 shares
    Change vs previous 13F +5,997 shares

    0.03% of the 13F portfolio, value $1,727,523.

    13F-HR 0001398344-25-002762 filed by Waverly Advisors, LLC
    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 22,925 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,688,855.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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