Wealthspire Advisors, LLC

Position in CDZI — Cadiz Inc

CIK 1646247 NEW YORK, NY

Position in CDZI

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$96,808

-$76,711 QoQ

Shares Held

23,160

-34.5% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#70

of 114 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Wealthspire Advisors, LLC holds $919,129 across 3 Utilities - Regulated Water names. CDZI ranks #3 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTRG	Essential Utilities, Inc.	16,131	$617,978
2	AWK	American Water Works Company, Inc.	1,553	$204,343
3	CDZI	Cadiz Inc This page	23,160	$96,808

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$96,808	23,160	-34.5%	Shares	Sole	2026-08-11
2026-03-31	$173,519	35,340	0.0%	Shares	Sole	2026-05-01
2025-12-31	$198,257	35,340	+175.2%	Shares	Sole	2026-02-13
2025-09-30	$60,604	12,840	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.