ENVESTNET ASSET MANAGEMENT INC: UTZ position timeline

ENVESTNET ASSET MANAGEMENT INC held 680,603 UTZ shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

1. period ended2026-06-30

   13F/A 680,603 shares

   Change vs previous 13F -56,459 shares

   <0.01% of the 13F portfolio, value $5,240,639.

   13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
   Accepted 2026-09-23 20:38:24 UTC, ingested 2026-10-08 03:34:40 UTC

2. period ended2026-03-31

   13F 737,062 shares

   Change vs previous 13F -138,898 shares

   <0.01% of the 13F portfolio, value $5,837,534.

   13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 875,960 shares

   Change vs previous 13F -85,428 shares

   <0.01% of the 13F portfolio, value $9,092,461.

   13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 875,960 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares

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

4. period ended2025-09-30

   13F 961,388 shares

   Change vs previous 13F +75,052 shares

   <0.01% of the 13F portfolio, value $11,680,862.

   13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 948,596 shares
   • Envestnet Portfolio Solutions, Inc.: 12,792 shares

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

5. period ended2025-06-30

   13F 886,336 shares

   Change vs previous 13F +21,750 shares

   <0.01% of the 13F portfolio, value $11,123,510.

   13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 873,070 shares
   • Envestnet Portfolio Solutions, Inc.: 13,266 shares

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

6. period ended2025-03-31

   13F 864,586 shares

   Change vs previous 13F +185,567 shares

   <0.01% of the 13F portfolio, value $12,173,374.

   13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 850,210 shares
   • Envestnet Portfolio Solutions, Inc.: 14,376 shares

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

7. period ended2024-12-31

   13F 679,019 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $10,633,446.

   13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 667,051 shares
   • Envestnet Portfolio Solutions, Inc.: 11,968 shares

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