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Cetera Investment Advisers: UTZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cetera Investment Advisers on UTZ, newest first. How the timeline and the estimate are built.

Cetera Investment Advisers held 238,574 UTZ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 238,574 shares
    Change vs previous 13F -2,149 shares

    <0.01% of the 13F portfolio, value $1,837,021.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 240,723 shares
    Change vs previous 13F +199,250 shares

    <0.01% of the 13F portfolio, value $1,906,522.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 41,473 shares
    Change vs previous 13F -3,793 shares

    <0.01% of the 13F portfolio, value $430,494.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 45,266 shares
    Change vs previous 13F +34,455 shares

    <0.01% of the 13F portfolio, value $549,984.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 10,811 shares
    Change vs previous 13F -4,873 shares

    <0.01% of the 13F portfolio, value $135,683.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 15,684 shares
    Change vs previous 13F +4,973 shares

    <0.01% of the 13F portfolio, value $220,828.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 10,711 shares
    Change vs previous 13F +206 shares

    <0.01% of the 13F portfolio, value $167,727.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    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 10,505 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $185,937.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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