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DIVERSIFY WEALTH MANAGEMENT, LLC → UTZ
DIVERSIFY WEALTH MANAGEMENT, LLC UTZ Position History
Utz Brands, Inc. • Consumer Defensive
Quarters held
5
Latest value
$322K
Q3 2026
Peak value
$322K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $174K |
| Q4 2025 | $173K |
| Q1 2026 | $160K |
| Q2 2026 | $317K |
| Q3 2026 | $322K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $322K | 22.5K | — | — |
| Q2 2026 | $317K | 22.5K | — | — |
| Q1 2026 | $160K | 20.6K | — | — |
| Q4 2025 | $173K | 16.7K | — | — |
| Q3 2025 | $174K | 16.7K | — | — |