Position in CDZI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,102,809
-$192,596 QoQ
Shares Held
263,830
0.0% QoQ
Ownership
0.312%
of shares outstanding
% of Portfolio
2.61%
of 13F equity value
Holder Rank
#22
of 114 holders
Holding Since
Dec 2024
7 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, 2026Parkshore Wealth Management, Inc. holds $1,102,809 across 1 Utilities - Regulated Water name. CDZI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDZI |
Cadiz Inc
This page
|
263,830 | $1,102,809 |
All Filings in CDZI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,102,809 | 263,830 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,295,405 | 263,830 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,434,016 | 255,618 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,206,516 | 255,618 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $764,297 | 255,618 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $748,960 | 255,618 | Shares | Sole | 2025-05-29 | |
| 2024-12-31 | $1,286,708 | 247,444 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||