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Pathstone Holdings, LLC: MDLZ position timeline

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

Pathstone Holdings, LLC held 156,367 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 156,367 shares
    Change vs previous 13F +8,238 shares

    0.03% of the 13F portfolio, value $9,063,025.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, LLC
    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 148,129 shares
    Change vs previous 13F +255 shares

    0.03% of the 13F portfolio, value $8,541,975.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, LLC
    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 147,874 shares
    Change vs previous 13F -15,843 shares

    0.03% of the 13F portfolio, value $7,963,141.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, LLC
    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 163,717 shares
    Change vs previous 13F -8,926 shares

    0.04% of the 13F portfolio, value $10,230,964.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, LLC
    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 172,643 shares
    Change vs previous 13F +3,499 shares

    0.05% of the 13F portfolio, value $11,646,402.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, LLC
    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 169,144 shares
    Change vs previous 13F -26,333 shares

    0.05% of the 13F portfolio, value $11,462,823.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, LLC
    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 195,477 shares
    Change vs previous 13F -23,403 shares

    0.05% of the 13F portfolio, value $11,682,254.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, LLC
    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 218,880 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $16,131,405.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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