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Spire Wealth Management: MDLZ position timeline

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

Spire Wealth Management held 12,351 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,351 shares
    Change vs previous 13F +175 shares

    0.02% of the 13F portfolio, value $714,359.

    13F-HR 0001858740-26-000003 filed by Spire Wealth Management
    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 12,176 shares
    Change vs previous 13F +116 shares

    0.02% of the 13F portfolio, value $701,820.

    13F-HR 0001858740-26-000002 filed by Spire Wealth Management
    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 12,060 shares
    Change vs previous 13F -773 shares

    0.02% of the 13F portfolio, value $649,169.

    13F-HR 0001858740-26-000001 filed by Spire Wealth Management
    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 12,833 shares
    Change vs previous 13F -228 shares

    0.03% of the 13F portfolio, value $801,676.

    13F-HR 0001858740-25-000006 filed by Spire Wealth Management
    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 13,061 shares
    Change vs previous 13F -4,602 shares

    0.03% of the 13F portfolio, value $880,819.

    13F-HR 0001858740-25-000004 filed by Spire Wealth Management
    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 17,663 shares
    Change vs previous 13F -1,220 shares

    0.04% of the 13F portfolio, value $1,198,433.

    13F-HR 0001858740-25-000002 filed by Spire Wealth Management
    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 18,883 shares
    Change vs previous 13F -18,635 shares

    0.04% of the 13F portfolio, value $1,127,906.

    13F-HR 0001858740-25-000001 filed by Spire Wealth Management
    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 37,518 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,763,916.

    13F-HR 0001858740-24-000005 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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