Institute for Wealth Management, LLC.
Position in MDLZ — Mondelez International, Inc.
CIK 1533954
DENVER, CO
Position in MDLZ
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$202,787
-$9,048 QoQ
Shares Held
3,506
+3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,501
of 1,897 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MDLZ Over Time
Shares Held
Position Value (USD)
Position in Confectioners
Consumer Defensive · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $228,452 across 3 Confectioners names. MDLZ ranks #1 (88.8% of the industry book) .
All Filings in MDLZ
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,787 | 3,506 | Shares | Sole | 2026-07-28 | |
| 2025-09-30 | $211,835 | 3,391 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $228,689 | 3,391 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $237,814 | 3,505 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $209,353 | 3,505 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $377,779 | 5,128 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $335,576 | 5,128 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $346,990 | 4,957 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $358,528 | 4,950 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $347,000 | 5,000 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $364,700 | 5,000 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $361,986 | 5,192 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $347,579 | 5,215 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $285,664 | 5,210 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $323,488 | 5,210 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $317,352 | 5,055 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $319,945 | 4,825 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $293,518 | 5,045 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $315,009 | 5,045 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $295,283 | 5,045 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $294,981 | 5,045 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $300,865 | 5,237 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $438,439 | 8,575 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $438,951 | 8,765 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||