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Disclosery

Advisor OS, LLC: MDLZ position timeline

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

Advisor OS, LLC held 20,385 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,385 shares
    Change vs previous 13F +820 shares

    0.08% of the 13F portfolio, value $1,179,124.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 19,565 shares
    Change vs previous 13F +1,040 shares

    0.08% of the 13F portfolio, value $1,127,764.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 18,525 shares
    Change vs previous 13F -873 shares

    0.08% of the 13F portfolio, value $997,233.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 19,398 shares
    Change vs previous 13F +1,905 shares

    0.1% of the 13F portfolio, value $1,211,771.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 17,493 shares
    Change vs previous 13F -396 shares

    0.12% of the 13F portfolio, value $1,179,771.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 17,889 shares
    Change vs previous 13F +3,786 shares

    0.14% of the 13F portfolio, value $1,213,811.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 14,103 shares
    Change vs previous 13F +1,988 shares

    0.1% of the 13F portfolio, value $842,401.

    13F-HR 0001085146-25-000780 filed by Advisor OS, 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 12,115 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $892,544.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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