Portside Wealth Group, LLC

SEC CIK: 0001978608
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

UTZ holding history

Utz Brands, Inc. in every 13F filed by Portside Wealth Group, 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 (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2025

Holdings of UTZ by Portside Wealth Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−10,580−100.0%	Sold out	Holders
Q3 2025	10,580	$128.5K	<0.1%	−653−5.8%	Reduced	Holders
Q2 2025	11,233	$141.0K	<0.1%	+11,233	New	Holders