Heritage Wealth Advisors

SEC CIK: 0001591122
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

MDLZ holding history

Mondelez International, Inc. in every 13F filed by Heritage Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MDLZ overview All 13F holders of MDLZ Full Q2 2026 holdings

Shares (Q2 2026): 30,118
Value: $1.74M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of MDLZ by Heritage Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	30,118	$1.74M	0.1%	+214+0.7%	Added	Holders
Q1 2026	29,904	$1.72M	0.1%	−519−1.7%	Reduced	Holders
Q4 2025	30,423	$1.64M	0.1%	−349−1.1%	Reduced	Holders
Q3 2025	30,772	$1.92M	0.1%	00.0%	Unchanged	Holders
Q2 2025	30,772	$2.08M	0.1%	−472−1.5%	Reduced	Holders
Q1 2025	31,244	$2.12M	0.1%	−2,093−6.3%	Reduced	Holders
Q4 2024	33,337	$1.99M	0.1%	−119−0.4%	Reduced	Holders
Q3 2024	33,456	$2.46M	0.1%	−59−0.2%	Reduced	Holders
Q2 2024	33,515	$2.19M	0.1%	−1,600−4.6%	Reduced	Holders
Q1 2024	35,115	$2.46M	0.1%	−200−0.6%	Reduced	Holders
Q4 2023	35,315	$2.56M	0.1%	+321+0.9%	Added	Holders
Q3 2023	34,994	$2.43M	0.1%	00.0%	Unchanged	Holders
Q2 2023	34,994	$2.55M	0.1%	+2,427+7.5%	Added	Holders
Q1 2023	32,567	$2.27M	0.1%	−2,267−6.5%	Reduced	Holders
Q4 2022	34,834	$2.32M	0.1%	+23+0.1%	Added	Holders
Q3 2022	34,811	$1.91M	0.1%	00.0%	Unchanged	Holders
Q2 2022	34,811	$2.16M	0.2%	−304−0.9%	Reduced	Holders
Q1 2022	35,115	$2.21M	0.1%	−783−2.2%	Reduced	Holders
Q4 2021	35,898	$2.38M	0.1%	00.0%	Unchanged	Holders
Q3 2021	35,898	$2.09M	0.1%	+622+1.8%	Added	Holders
Q2 2021	35,276	$2.20M	0.1%	+2,101+6.3%	Added	Holders
Q1 2021	33,175	$1.94M	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.