Skip to content
Disclosery

WEALTH ALLIANCE, LLC: MDLZ position timeline

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

WEALTH ALLIANCE, LLC held 31,280 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,280 shares
    Change vs previous 13F -432 shares

    0.15% of the 13F portfolio, value $1,809,252.

    13F-HR 0001951757-26-001208 filed by WEALTH ALLIANCE, 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 31,712 shares
    Change vs previous 13F +10,579 shares

    0.18% of the 13F portfolio, value $1,827,881.

    13F-HR 0001951757-26-000867 filed by WEALTH ALLIANCE, 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 21,133 shares
    Change vs previous 13F -3,034 shares

    0.11% of the 13F portfolio, value $1,137,576.

    13F-HR 0001951757-26-000441 filed by WEALTH ALLIANCE, 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 24,167 shares
    Change vs previous 13F -251 shares

    0.16% of the 13F portfolio, value $1,509,735.

    13F-HR 0001951757-25-001354 filed by WEALTH ALLIANCE, 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 24,418 shares
    Change vs previous 13F +2,114 shares

    0.18% of the 13F portfolio, value $1,646,732.

    13F-HR 0001951757-25-001055 filed by WEALTH ALLIANCE, 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 22,304 shares
    Change vs previous 13F +4,171 shares

    0.18% of the 13F portfolio, value $1,513,329.

    13F-HR 0001951757-25-000510 filed by WEALTH ALLIANCE, 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 18,133 shares
    Change vs previous 13F -2,833 shares

    0.13% of the 13F portfolio, value $1,083,063.

    13F-HR 0001951757-25-000170 filed by WEALTH ALLIANCE, 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 20,966 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,544,595.

    13F-HR 0001951757-24-001165 filed by WEALTH ALLIANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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