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Wealthspire Advisors, LLC: MDLZ position timeline

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

Wealthspire Advisors, LLC held 26,564 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 26,564 shares
    Change vs previous 13F +2,381 shares

    0.01% of the 13F portfolio, value $1,536,472.

    13F-HR 0001646247-26-000005 filed by Wealthspire 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 24,183 shares
    Change vs previous 13F +1,887 shares

    0.01% of the 13F portfolio, value $1,393,925.

    13F-HR 0001646247-26-000003 filed by Wealthspire 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 22,296 shares
    Change vs previous 13F +385 shares

    0.01% of the 13F portfolio, value $1,200,197.

    13F-HR 0001646247-26-000001 filed by Wealthspire 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 21,911 shares
    Change vs previous 13F +4,829 shares

    0.01% of the 13F portfolio, value $1,368,770.

    13F-HR 0001646247-25-000006 filed by Wealthspire 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 17,082 shares
    Change vs previous 13F +2,166 shares

    0.01% of the 13F portfolio, value $1,152,017.

    13F-HR 0001646247-25-000005 filed by Wealthspire 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 14,916 shares
    Change vs previous 13F -481 shares

    0.01% of the 13F portfolio, value $1,012,041.

    13F-HR 0001646247-25-000004 filed by Wealthspire 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 15,397 shares
    Change vs previous 13F -3,121 shares

    0.01% of the 13F portfolio, value $919,651.

    13F-HR 0001646247-25-000001 filed by Wealthspire 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 18,518 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,364,233.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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