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Disclosery

Focus Partners Wealth: UTZ position timeline

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

Focus Partners Wealth held 2,389,800 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 2,389,800 shares
    Change vs previous 13F +397,972 shares

    0.02% of the 13F portfolio, value $18,402,572.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    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 1,991,828 shares
    Change vs previous 13F +1,336,246 shares

    0.02% of the 13F portfolio, value $15,775,286.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    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 655,582 shares
    Change vs previous 13F -239 shares

    0.01% of the 13F portfolio, value $7,910,221.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 655,821 shares
    Change vs previous 13F +26,461 shares

    0.01% of the 13F portfolio, value $7,968,311.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    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 629,360 shares
    Change vs previous 13F +32,479 shares

    0.02% of the 13F portfolio, value $7,898,476.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    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/A 596,881 shares
    Change vs previous 13F +2,621 shares

    0.02% of the 13F portfolio, value $8,404,086.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    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/A 594,260 shares
    Change vs previous 13F -1,241 shares

    0.02% of the 13F portfolio, value $9,306,114.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    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 595,501 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $10,540,360.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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