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Disclosery

Select Asset Management & Trust: UTZ position timeline

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

Select Asset Management & Trust held 110,519 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 110,519 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $851,000.

    13F-HR 0001600636-26-000003 filed by Select Asset Management & Trust
    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 110,519 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $875,000.

    13F-HR 0001600636-26-000002 filed by Select Asset Management & Trust
    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 110,519 shares
    Change vs previous 13F -7,519 shares

    0.36% of the 13F portfolio, value $1,147,000.

    13F-HR 0001600636-26-000001 filed by Select Asset Management & Trust
    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 118,038 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $1,434,000.

    13F-HR 0001600636-25-000005 filed by Select Asset Management & Trust
    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 118,038 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $1,481,000.

    13F-HR 0001600636-25-000003 filed by Select Asset Management & Trust
    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 118,038 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $1,662,000.

    13F-HR 0001600636-25-000002 filed by Select Asset Management & Trust
    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 118,038 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $1,848,000.

    13F-HR 0001600636-25-000001 filed by Select Asset Management & Trust
    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 118,038 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $2,089,000.

    13F-HR 0001600636-24-000005 filed by Select Asset Management & Trust
    Filed (acceptance time not in the bulk data set), ingested

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