Position in UTZ
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$173,504
+$10,131 QoQ
Shares Held
22,533
+9.2% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#127
of 234 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UTZ Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $3,237,326 across 5 Packaged Foods names. UTZ ranks #5 (5.4% of the industry book) .
All Filings in UTZ
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $173,504 | 22,533 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $163,373 | 20,628 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $173,262 | 16,692 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $202,759 | 16,688 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $218,646 | 17,422 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $262,338 | 18,632 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $261,741 | 16,714 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $309,219 | 17,470 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $317,391 | 19,074 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||