Lido Advisors, LLC

Position in CDZI — Cadiz Inc

CIK 1650150 Los Angeles, CA

Position in CDZI

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$83,600

-$14,600 QoQ

Shares Held

20,000

0.0% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#72

of 114 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Lido Advisors, LLC holds $2,870,408 across 5 Utilities - Regulated Water names. CDZI ranks #5 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	6,866	$903,428
2	WTRG	Essential Utilities, Inc.	18,996	$727,736
3	AWR	American States Water Co	7,822	$646,331
4	HTO	H2o America	8,381	$509,313
5	CDZI	Cadiz Inc This page	20,000	$83,600

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$83,600	20,000	0.0%	Shares	Sole	2026-08-07
2026-03-31	$98,200	20,000	-46.1%	Shares	Sole	2026-05-13
2025-12-31	$208,024	37,081	0.0%	Shares	Sole	2026-02-10
2025-09-30	$175,022	37,081	-0.1%	Shares	Sole	2025-11-14
2025-06-30	$110,929	37,100	+117.0%	Shares	Sole	2025-08-13
2025-03-31	$50,103	17,100	0.0%	Shares	Sole	2025-05-15
2024-12-31	$88,920	17,100	0.0%	Shares	Sole	2025-02-14
2024-09-30	$51,813	17,100	0.0%	Shares	Sole	2024-11-14
2024-06-30	$52,839	17,100	—	Shares	Sole	2024-08-15
No filing history on record for this holder in this stock.