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Disclosery

ASSETMARK, INC: MDLZ position timeline

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

ASSETMARK, INC held 189,383 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 189,383 shares
    Change vs previous 13F +4,706 shares

    0.02% of the 13F portfolio, value $10,953,932.

    13F-HR 0001344551-26-000008 filed by ASSETMARK, INC
    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 184,677 shares
    Change vs previous 13F +33,372 shares

    0.02% of the 13F portfolio, value $10,644,780.

    13F-HR 0001344551-26-000005 filed by ASSETMARK, INC
    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 151,305 shares
    Change vs previous 13F +19,729 shares

    0.02% of the 13F portfolio, value $8,144,774.

    13F-HR 0001344551-26-000003 filed by ASSETMARK, INC
    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 131,576 shares
    Change vs previous 13F +25,916 shares

    0.02% of the 13F portfolio, value $8,219,546.

    13F-HR 0001344551-25-000014 filed by ASSETMARK, INC
    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 105,660 shares
    Change vs previous 13F +2,517 shares

    0.02% of the 13F portfolio, value $7,125,713.

    13F-HR 0001344551-25-000012 filed by ASSETMARK, INC
    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 103,143 shares
    Change vs previous 13F +5,972 shares

    0.02% of the 13F portfolio, value $6,998,252.

    13F-HR 0001344551-25-000008 filed by ASSETMARK, INC
    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 97,171 shares
    Change vs previous 13F +430 shares

    0.02% of the 13F portfolio, value $5,804,030.

    13F-HR 0001344551-25-000003 filed by ASSETMARK, INC
    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 96,741 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,126,892.

    13F-HR 0001344551-24-000009 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

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