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GREAT VALLEY ADVISOR GROUP, INC.: MDLZ position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 64,490 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 64,490 shares
    Change vs previous 13F +1,680 shares

    0.06% of the 13F portfolio, value $3,730,142.

    13F-HR 0001769897-26-000003 filed by GREAT VALLEY ADVISOR GROUP, 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 62,810 shares
    Change vs previous 13F +6,707 shares

    0.07% of the 13F portfolio, value $3,620,033.

    13F-HR 0001769897-26-000002 filed by GREAT VALLEY ADVISOR GROUP, 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 56,103 shares
    Change vs previous 13F +5,032 shares

    0.06% of the 13F portfolio, value $3,019,845.

    13F-HR 0001769897-26-000001 filed by GREAT VALLEY ADVISOR GROUP, 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 51,071 shares
    Change vs previous 13F +4,567 shares

    0.06% of the 13F portfolio, value $3,190,577.

    13F-HR 0001769897-25-000002 filed by GREAT VALLEY ADVISOR GROUP, 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 46,504 shares
    Change vs previous 13F -7,034 shares

    0.07% of the 13F portfolio, value $3,136,594.

    13F-HR 0001085146-25-005125 filed by GREAT VALLEY ADVISOR GROUP, 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 53,538 shares
    Change vs previous 13F -121,778 shares

    0.08% of the 13F portfolio, value $3,633,072.

    13F-HR 0001085146-25-002763 filed by GREAT VALLEY ADVISOR GROUP, 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 175,316 shares
    Change vs previous 13F +19,036 shares

    0.23% of the 13F portfolio, value $10,471,187.

    13F-HR 0001085146-25-001764 filed by GREAT VALLEY ADVISOR GROUP, 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 156,280 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $11,513,172.

    13F-HR 0001085146-24-005492 filed by GREAT VALLEY ADVISOR GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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