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Focus Partners Wealth: MDLZ position timeline

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

Focus Partners Wealth held 1,521,145 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,521,145 shares
    Change vs previous 13F +536 shares

    0.09% of the 13F portfolio, value $88,002,239.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    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 1,520,609 shares
    Change vs previous 13F +251,654 shares

    0.1% of the 13F portfolio, value $87,588,412.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    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 1,268,955 shares
    Change vs previous 13F +59,000 shares

    0.08% of the 13F portfolio, value $68,411,624.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 1,209,955 shares
    Change vs previous 13F +151,605 shares

    0.12% of the 13F portfolio, value $75,392,595.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,209,955 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 1,058,350 shares
    Change vs previous 13F +29,394 shares

    0.13% of the 13F portfolio, value $71,375,950.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,052,923 shares
    • Focus Partners Advisor Solutions, LLC: 5,427 shares

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

  6. period ended2025-03-31
    13F/A 1,028,956 shares
    Change vs previous 13F +58,420 shares

    0.15% of the 13F portfolio, value $69,815,320.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,014,130 shares
    • Focus Partners Advisor Solutions, LLC: 14,826 shares

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

  7. period ended2024-12-31
    13F/A 970,536 shares
    Change vs previous 13F +65,694 shares

    0.13% of the 13F portfolio, value $57,970,466.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 959,380 shares
    • Focus Partners Advisor Solutions, LLC: 11,156 shares

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

  8. period ended2024-09-30
    13F 904,842 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $66,659,972.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 887,745 shares
    • Focus Partners Advisor Solutions, LLC: 17,097 shares

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