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Disclosery

Pathstone Holdings, LLC: UTZ position timeline

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

Pathstone Holdings, LLC held 88,090 UTZ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,090 shares
    Change vs previous 13F -45,728 shares

    <0.01% of the 13F portfolio, value $678,293.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, 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 133,818 shares
    Change vs previous 13F -6,358 shares

    <0.01% of the 13F portfolio, value $1,059,839.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, 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 140,176 shares
    Change vs previous 13F -655 shares

    0.01% of the 13F portfolio, value $1,455,027.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, 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 140,831 shares
    Change vs previous 13F +1,075 shares

    0.01% of the 13F portfolio, value $1,711,097.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, 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 139,756 shares
    Change vs previous 13F +1,911 shares

    0.01% of the 13F portfolio, value $1,753,938.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, 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 137,845 shares
    Change vs previous 13F +3,055 shares

    0.01% of the 13F portfolio, value $1,940,858.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, 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 134,790 shares
    Change vs previous 13F +71 shares

    0.01% of the 13F portfolio, value $2,110,811.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, 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 134,719 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,384,527.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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