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Disclosery

XML Financial, LLC: MDLZ position timeline

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

XML Financial, LLC held 13,421 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,421 shares
    Change vs previous 13F +749 shares

    0.06% of the 13F portfolio, value $776,269.

    13F-HR 0001725547-26-000254 filed by XML Financial, 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 12,672 shares
    Change vs previous 13F -1,311 shares

    0.06% of the 13F portfolio, value $730,421.

    13F-HR 0001725547-26-000139 filed by XML Financial, 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 13,983 shares
    Change vs previous 13F -2,130 shares

    0.06% of the 13F portfolio, value $752,729.

    13F-HR 0001725547-26-000074 filed by XML Financial, 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 16,113 shares
    Change vs previous 13F +248 shares

    0.08% of the 13F portfolio, value $1,006,585.

    13F-HR 0001725547-25-004125 filed by XML Financial, 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 15,865 shares
    Change vs previous 13F +504 shares

    0.09% of the 13F portfolio, value $1,069,967.

    13F-HR 0001725547-25-003469 filed by XML Financial, 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 15,361 shares
    Change vs previous 13F +461 shares

    0.1% of the 13F portfolio, value $1,042,231.

    13F-HR 0001725547-25-001441 filed by XML Financial, 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 14,900 shares
    Change vs previous 13F -204 shares

    0.08% of the 13F portfolio, value $889,987.

    13F-HR 0001725547-25-000138 filed by XML Financial, 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 15,104 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,112,706.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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