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WealthPlan Investment Management, LLC: MDLZ position timeline

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

WealthPlan Investment Management, LLC held 4,964 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,964 shares
    Change vs previous 13F -3,910 shares

    0.01% of the 13F portfolio, value $287,118.

    13F-HR 0001929986-26-000006 filed by WealthPlan Investment Management, 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 8,874 shares
    Change vs previous 13F +4,549 shares

    0.03% of the 13F portfolio, value $511,517.

    13F-HR 0001929986-26-000005 filed by WealthPlan Investment 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 ended2025-12-31
    13F 4,325 shares
    Change vs previous 13F -329 shares

    0.01% of the 13F portfolio, value $232,835.

    13F-HR 0001929986-26-000004 filed by WealthPlan Investment 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 ended2025-09-30
    13F 4,654 shares
    Change vs previous 13F +45 shares

    0.02% of the 13F portfolio, value $290,738.

    13F-HR 0001929986-25-000008 filed by WealthPlan Investment Management, 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 4,609 shares
    Change vs previous 13F +30 shares

    0.02% of the 13F portfolio, value $310,827.

    13F-HR 0001929986-25-000004 filed by WealthPlan Investment Management, 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 4,579 shares
    Change vs previous 13F +243 shares

    0.03% of the 13F portfolio, value $310,698.

    13F-HR 0002009530-25-000003 filed by WealthPlan Investment Management, 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 4,336 shares
    Change vs previous 13F +90 shares

    0.03% of the 13F portfolio, value $258,966.

    13F-HR 0001929986-25-000001 filed by WealthPlan Investment Management, 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 4,246 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $312,774.

    13F-HR 0001929986-24-000004 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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