Position in CDZI
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$2,779
-$1,857 QoQ
Shares Held
566
-65.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CDZI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $488,837 across 3 Utilities - Regulated Water names.
All Filings in CDZI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,779 | 566 | Shares | Sole | 2026-04-30 | |
| 2023-12-31 | $4,636 | 1,656 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||