Legacy Wealth Asset Management, LLC
Holdings in UTZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $439,945 | 42,384 | Shares | Sole | 2026-01-12 |
| 2025-09-30 | $584,475 | 48,105 | Shares | Sole | 2025-10-14 |
| 2025-06-30 | $512,316 | 40,822 | Shares | Sole | 2025-07-30 |
| 2025-03-31 | $570,690 | 40,532 | Shares | Sole | 2025-04-09 |
| 2024-12-31 | $636,124 | 40,621 | Shares | Sole | 2025-01-15 |
| 2024-09-30 | $711,115 | 40,176 | Shares | Sole | 2024-10-23 |
| 2024-06-30 | $598,940 | 35,994 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $477,854 | 25,914 | Shares | Sole | 2024-04-19 |
| 2023-12-31 | $372,951 | 22,965 | Shares | Sole | 2024-01-10 |
| 2023-09-30 | $311,387 | 23,186 | Shares | Sole | 2023-11-01 |
| 2023-06-30 | $381,875 | 23,342 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $388,560 | 23,592 | Shares | Sole | 2023-04-24 |
| 2022-12-31 | $382,337 | 24,107 | Shares | Sole | 2023-02-02 |
| 2022-09-30 | $361,146 | 23,917 | Shares | Sole | 2022-10-14 |
| 2022-06-30 | $339,004 | 24,530 | Shares | Sole | 2022-07-19 |
| 2022-03-31 | $352,754 | 23,867 | Shares | Sole | 2022-05-12 |
| 2021-12-31 | $255,471 | 16,017 | Shares | Sole | 2022-02-10 |
| 2021-09-30 | $278,568 | 16,262 | Shares | Sole | 2021-10-19 |
| 2021-06-30 | $286,255 | 13,137 | Shares | Sole | 2021-07-14 |