Position in CDZI
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$216
+$127 QoQ
Shares Held
44
+175.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CDZI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026True Wealth Design, LLC holds $167,900 across 10 Utilities - Regulated Water names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
681 | $89,605 | |
| 2 | AWR |
American States Water Co
|
451 | $37,266 | |
| 3 | WTRG |
Essential Utilities, Inc.
|
502 | $19,231 | |
| 4 | CWT |
California Water Service Group
|
302 | $14,692 | |
| 5 | YORW |
York Water Co
|
104 | $3,187 | |
| 6 | HTO |
H2o America
|
17 | $1,033 | |
| 7 | CWCO |
Consolidated Water Co. Ltd.
|
34 | $1,003 | |
| 8 | GWRS |
Global Water Resources, Inc.
|
114 | $825 |
All Filings in CDZI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $216 | 44 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $89 | 16 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $75 | 16 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $93 | 32 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||