Kestra Advisory Services, LLC: MDLZ position timeline

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

Kestra Advisory Services, LLC held 100,598 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 100,598 shares
Change vs previous 13F +9,692 shares
0.01% of the 13F portfolio, value $5,818,603.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 23,681 shares
- Kestra Advisory Services, LLC: 76,917 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 90,906 shares
Change vs previous 13F -18,304 shares
0.02% of the 13F portfolio, value $5,239,789.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 22,335 shares
- Kestra Advisory Services, LLC: 68,571 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 109,210 shares
Change vs previous 13F -13,861 shares
0.02% of the 13F portfolio, value $5,878,775.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 22,732 shares
- Kestra Advisory Services, LLC: 86,478 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 123,071 shares
Change vs previous 13F +4,964 shares
0.03% of the 13F portfolio, value $7,688,211.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 26,516 shares
- Kestra Advisory Services, LLC: 96,555 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 118,107 shares
Change vs previous 13F +8,989 shares
0.03% of the 13F portfolio, value $7,965,111.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 35,937 shares
- Kestra Advisory Services, LLC: 82,170 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 109,118 shares
Change vs previous 13F -5,450 shares
0.02% of the 13F portfolio, value $7,403,657.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 26,225 shares
- Kestra Advisory Services, LLC: 81,475 shares
- Kestra Investment Management, LLC: 1,418 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 114,568 shares
Change vs previous 13F -4,774 shares
0.03% of the 13F portfolio, value $6,843,130.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 29,728 shares
- Kestra Advisory Services, LLC: 84,797 shares
- Kestra Investment Management, LLC: 43 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 119,342 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $8,791,918.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 25,868 shares
- Kestra Advisory Services, LLC: 90,419 shares
- Kestra Investment Management, LLC: 3,055 shares
Acceptance time not in the bulk data set (spec §4.2).