Clearstead Advisors, LLC

SEC CIK: 0000842775
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

UTZ holding history

Utz Brands, Inc. in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UTZ overview All 13F holders of UTZ Full Q2 2026 holdings

Shares (Q2 2026): 97
Value: $748
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2022

Holdings of UTZ by Clearstead Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	97	$748	<0.1%	+97	New	Holders
Q4 2025	0	$0	0.0%	−68−100.0%	Sold out	Holders
Q3 2025	68	$827	<0.1%	+68	New	Holders
Q2 2022	0	$0	0.0%	−133−100.0%	Sold out	Holders
Q1 2022	133	$2.00K	<0.1%	+133	New	Holders