OSTERWEIS CAPITAL MANAGEMENT INC: MDLZ position timeline

OSTERWEIS CAPITAL MANAGEMENT INC held 0 MDLZ shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -323 shares

   13F-HR 0001007524-26-000002 filed by OSTERWEIS CAPITAL MANAGEMENT INC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 323 shares

   Change vs previous 13F -643 shares

   <0.01% of the 13F portfolio, value $17,387.

   13F-HR 0001007524-26-000001 filed by OSTERWEIS CAPITAL MANAGEMENT INC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 966 shares

   Change vs previous 13F -405 shares

   <0.01% of the 13F portfolio, value $60,346.

   13F-HR 0001007524-25-000003 filed by OSTERWEIS CAPITAL MANAGEMENT INC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 1,371 shares

   Change vs previous 13F +1,341 shares

   <0.01% of the 13F portfolio, value $92,460.

   13F-HR 0001085146-25-005142 filed by OSTERWEIS CAPITAL MANAGEMENT INC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F/A 30 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $2,036.

   13F-HR/A 0001085146-25-003428 filed by OSTERWEIS CAPITAL MANAGEMENT INC
   Filed 2025-06-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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