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Advisors Capital Management, LLC: UTZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Capital Management, LLC on UTZ, newest first. How the timeline and the estimate are built.

Advisors Capital Management, LLC held 260,486 UTZ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 260,486 shares
    Change vs previous 13F +12,735 shares

    0.02% of the 13F portfolio, value $2,005,746.

    13F-HR 0002063364-26-000293 filed by Advisors Capital Management, LLC
    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 247,751 shares
    Change vs previous 13F -863 shares

    0.02% of the 13F portfolio, value $1,962,189.

    13F-HR 0002063364-26-000145 filed by Advisors Capital Management, LLC
    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 248,614 shares
    Change vs previous 13F -8,739 shares

    0.03% of the 13F portfolio, value $2,580,615.

    13F-HR 0002063364-26-000044 filed by Advisors Capital Management, LLC
    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 257,353 shares
    Change vs previous 13F +2,664 shares

    0.04% of the 13F portfolio, value $3,126,849.

    13F-HR 0002063364-25-000276 filed by Advisors Capital Management, LLC
    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 254,689 shares
    Change vs previous 13F +40,003 shares

    0.04% of the 13F portfolio, value $3,196,348.

    13F-HR 0002063364-25-000193 filed by Advisors Capital Management, LLC
    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 214,686 shares
    Change vs previous 13F +69,796 shares

    0.05% of the 13F portfolio, value $3,022,782.

    13F-HR 0002063364-25-000095 filed by Advisors Capital Management, LLC
    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 144,890 shares
    Change vs previous 13F +3,345 shares

    0.04% of the 13F portfolio, value $2,268,985.

    13F-HR 0001345576-25-000009 filed by Advisors Capital Management, LLC
    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 141,545 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,505,000.

    13F-HR 0001345576-24-000009 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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