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CM Wealth Advisors LLC

SEC CIK
0001764581
Latest filing
Aug 10, 2026

UTZ holding history

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

UTZ overviewAll 13F holders of UTZFull Q2 2026 holdings

Shares (Q2 2026)
81,560
Value
$628.0K
% of portfolio
0.1%
Quarters held
2
Since Q1 2023
Holdings of UTZ by CM Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202681,560$628.0K0.1%+81,560NewHolders
Q2 20230$00.0%−60,193−100.0%Sold outHolders
Q1 202360,193$1.11M0.2%+60,193NewHolders