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Disclosery

HCR Wealth Advisors: CDZI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HCR Wealth Advisors on CDZI, newest first. How the timeline and the estimate are built.

HCR Wealth Advisors held 88,000 CDZI shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,000 shares
    Change vs previous 13F -50,000 shares

    0.03% of the 13F portfolio, value $367,840.

    13F-HR 0001697715-26-000004 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 138,000 shares
    Change vs previous 13F +56,564 shares

    0.07% of the 13F portfolio, value $677,580.

    13F-HR 0001697715-26-000003 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 81,436 shares
    Change vs previous 13F +6,562 shares

    0.05% of the 13F portfolio, value $456,855.

    13F-HR 0001697715-26-000001 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 74,874 shares
    Change vs previous 13F +25,874 shares

    0.04% of the 13F portfolio, value $355,277.

    13F-HR 0001697715-25-000007 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 49,000 shares
    Change vs previous 13F -562,750 shares

    0.02% of the 13F portfolio, value $146,510.

    13F-HR 0001697715-25-000005 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 611,750 shares
    Change vs previous 13F +83,750 shares

    0.23% of the 13F portfolio, value $1,792,427.

    13F-HR 0001697715-25-000003 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 528,000 shares
    Change vs previous 13F +72,079 shares

    0.34% of the 13F portfolio, value $2,745,600.

    13F-HR 0001697715-25-000001 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 455,921 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,381,440.

    13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).