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Diversify Advisory Services, LLC: MDLZ position timeline

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

Diversify Advisory Services, LLC held 36,484 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,484 shares
    Change vs previous 13F +20,275 shares

    0.02% of the 13F portfolio, value $2,213,434.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 18,242 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 18,242 shares

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

  2. period ended2026-03-31
    13F 16,209 shares
    Change vs previous 13F -2,681 shares

    0.02% of the 13F portfolio, value $989,424.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 16,209 shares

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

  3. period ended2025-12-31
    13F 18,890 shares
    Change vs previous 13F -2,898 shares

    0.02% of the 13F portfolio, value $1,075,526.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 14,478 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,412 shares

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

  4. period ended2025-09-30
    13F 21,788 shares
    Change vs previous 13F -3,596 shares

    0.03% of the 13F portfolio, value $1,234,325.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 17,175 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,613 shares

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

  5. period ended2025-06-30
    13F 25,384 shares
    Change vs previous 13F +13,163 shares

    0.04% of the 13F portfolio, value $1,558,323.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 20,352 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,032 shares

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

  6. period ended2025-03-31
    13F 12,221 shares
    Change vs previous 13F -7,199 shares

    0.03% of the 13F portfolio, value $802,310.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 7,457 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,764 shares

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

  7. period ended2024-12-31
    13F 19,420 shares
    Change vs previous 13F -3,578 shares

    0.04% of the 13F portfolio, value $1,092,355.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 15,348 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,072 shares

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

  8. period ended2024-09-30
    13F 22,998 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,640,881.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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