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Orion Porfolio Solutions, LLC: UTZ position timeline

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

Orion Porfolio Solutions, LLC held 100,838 UTZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,838 shares
    Change vs previous 13F +5,835 shares

    0.01% of the 13F portfolio, value $776,454.

    13F-HR 0001580642-26-005284 filed by Orion Porfolio Solutions, 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 95,003 shares
    Change vs previous 13F +42,490 shares

    0.01% of the 13F portfolio, value $752,428.

    13F-HR 0001580642-26-003152 filed by Orion Porfolio Solutions, 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 52,513 shares
    Change vs previous 13F -52,962 shares

    <0.01% of the 13F portfolio, value $545,084.

    13F-HR 0001580642-26-001034 filed by Orion Porfolio Solutions, 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 105,475 shares
    Change vs previous 13F -4,446 shares

    0.01% of the 13F portfolio, value $1,281,515.

    13F-HR 0001580642-25-007239 filed by Orion Porfolio Solutions, 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/A 109,921 shares
    Change vs previous 13F +1,137 shares

    0.01% of the 13F portfolio, value $1,379,507.

    13F-HR/A 0001580642-25-005505 filed by Orion Porfolio Solutions, 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 108,784 shares
    Change vs previous 13F +26,975 shares

    0.02% of the 13F portfolio, value $1,531,680.

    13F-HR 0001580642-25-004677 filed by Orion Porfolio Solutions, 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 81,809 shares
    Change vs previous 13F -3,768 shares

    0.01% of the 13F portfolio, value $1,281,135.

    13F-HR 0001580642-25-004676 filed by Orion Porfolio Solutions, 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 85,577 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,514,713.

    13F-HR 0001580642-25-004675 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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