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Parkshore Wealth Management, Inc.: CDZI position timeline

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

Parkshore Wealth Management, Inc. held 263,830 CDZI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 263,830 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $1,102,809.

    13F-HR 0001172661-26-003140 filed by Parkshore Wealth Management, Inc.
    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 263,830 shares
    Change vs previous 13F +8,212 shares

    0.43% of the 13F portfolio, value $1,295,405.

    13F-HR 0001172661-26-001776 filed by Parkshore Wealth Management, Inc.
    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 255,618 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $1,434,017.

    13F-HR 0001172661-26-000530 filed by Parkshore Wealth Management, Inc.
    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 255,618 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $1,206,517.

    13F-HR 0001172661-25-004783 filed by Parkshore Wealth Management, Inc.
    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 255,618 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $764,298.

    13F-HR 0001172661-25-002572 filed by Parkshore Wealth Management, Inc.
    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 255,618 shares
    Change vs previous 13F +8,174 shares

    0.44% of the 13F portfolio, value $748,961.

    13F-HR 0001172661-25-002430 filed by Parkshore Wealth Management, Inc.
    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 247,444 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $1,286,709.

    13F-HR 0001172661-25-001105 filed by Parkshore Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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