Position in CDZI
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$616,214
-$96,654 QoQ
Shares Held
125,502
-1.2% QoQ
Ownership
0.148%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026HSBC HOLDINGS PLC holds $86,939,763 across 4 Utilities - Regulated Water names.
All Filings in CDZI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $616,214 | 125,502 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $712,868 | 127,071 | Shares | Defined | 2026-03-06 | |
| No filing history on record for this holder in this stock. | ||||||