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Disclosery

LPL Financial LLC: UTZ position timeline

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

LPL Financial LLC held 66,692 UTZ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,692 shares
    Change vs previous 13F +8,196 shares

    <0.01% of the 13F portfolio, value $513,532.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 58,496 shares
    Change vs previous 13F -41,715 shares

    <0.01% of the 13F portfolio, value $463,284.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 100,211 shares
    Change vs previous 13F +10,902 shares

    <0.01% of the 13F portfolio, value $1,040,191.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 89,309 shares
    Change vs previous 13F +12,193 shares

    <0.01% of the 13F portfolio, value $1,085,102.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 77,116 shares
    Change vs previous 13F +11,782 shares

    <0.01% of the 13F portfolio, value $967,800.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 65,334 shares
    Change vs previous 13F +25,455 shares

    <0.01% of the 13F portfolio, value $919,896.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 39,879 shares
    Change vs previous 13F +1,789 shares

    <0.01% of the 13F portfolio, value $624,499.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 38,090 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $674,198.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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