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Concurrent Investment Advisors, LLC: MDLZ position timeline

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

Concurrent Investment Advisors, LLC held 77,724 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,724 shares
    Change vs previous 13F +19,286 shares

    0.04% of the 13F portfolio, value $4,495,545.

    13F-HR 0002085853-26-000862 filed by Concurrent Investment 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 58,438 shares
    Change vs previous 13F +2,295 shares

    0.04% of the 13F portfolio, value $3,368,355.

    13F-HR 0002085853-26-000427 filed by Concurrent Investment 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 56,143 shares
    Change vs previous 13F +2,350 shares

    0.03% of the 13F portfolio, value $3,022,149.

    13F-HR 0002085853-26-000143 filed by Concurrent Investment 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 53,793 shares
    Change vs previous 13F +359 shares

    0.06% of the 13F portfolio, value $3,360,438.

    13F-HR 0002085853-25-000174 filed by Concurrent Investment 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 53,434 shares
    Change vs previous 13F +493 shares

    0.07% of the 13F portfolio, value $3,603,590.

    13F-HR 0001667731-25-000961 filed by Concurrent Investment 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 52,941 shares
    Change vs previous 13F +26,528 shares

    0.09% of the 13F portfolio, value $3,592,023.

    13F-HR 0001667731-25-000551 filed by Concurrent Investment 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 26,413 shares
    Change vs previous 13F -3,316 shares

    0.04% of the 13F portfolio, value $1,577,643.

    13F-HR 0001667731-25-000197 filed by Concurrent Investment 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 29,729 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,190,140.

    13F-HR 0002001015-24-000007 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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