Zhang Financial LLC: MDLZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Zhang Financial LLC on MDLZ, newest first. How the timeline and the estimate are built.
Zhang Financial LLC held 16,108 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 16,108 sharesChange vs previous 13F -73 shares
0.03% of the 13F portfolio, value $931,676.
13F-HR 0001776290-26-000005 filed by Zhang Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 16,181 sharesChange vs previous 13F +415 shares
0.03% of the 13F portfolio, value $932,662.
13F-HR 0001776290-26-000004 filed by Zhang Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 15,766 sharesChange vs previous 13F -75 shares
0.03% of the 13F portfolio, value $848,674.
13F-HR 0001776290-26-000002 filed by Zhang Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 15,841 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $989,573.
13F-HR 0001776290-25-000006 filed by Zhang Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 15,841 sharesChange vs previous 13F -162 shares
0.05% of the 13F portfolio, value $1,068,304.
13F-HR 0001776290-25-000005 filed by Zhang Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 16,003 sharesChange vs previous 13F -29 shares
0.06% of the 13F portfolio, value $1,085,770.
13F-HR 0001776290-25-000002 filed by Zhang Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 16,032 sharesChange vs previous 13F -113 shares
0.05% of the 13F portfolio, value $957,602.
13F-HR 0001776290-25-000001 filed by Zhang Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 16,145 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $1,189,397.
13F-HR 0001776290-24-000003 filed by Zhang Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).