Position in CDZI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$167,200
-$29,200 QoQ
Shares Held
40,000
0.0% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#59
of 114 holders
Holding Since
Sep 2024
8 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, 2026MINDSET WEALTH MANAGEMENT, LLC holds $167,200 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
|
40,000 | $167,200 |
All Filings in CDZI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $167,200 | 40,000 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $196,400 | 40,000 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $213,180 | 38,000 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $207,680 | 44,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $131,560 | 44,000 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $120,130 | 41,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $213,200 | 41,000 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $124,230 | 41,000 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||