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Cadiz shares owned by Creative Planning

Quarter-by-quarter ownership of Cadiz (CDZI) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Cadiz

Tip: Access up to 7 years of quarterly data

All positions including Cadiz held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cadiz by Creative Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $50k 10k 4.91

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Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds State Street Spd (SPDW)
Spdr Series Trust State Street Spd (SPMD)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Large Cap Etf (VV)
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Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Mid Cap Etf (VO)
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American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Creative Planning

Top funds holding Cadiz

Whitefort Capital Management
Barclays
BlackRock
Levin Capital Strategies
Bank of America Corporation
Vanguard Group
Vanguard Capital Management
Stonehill Capital Management
Geode Capital Management
State Street Corporation
Susquehanna International
Morgan Stanley
Elkhorn Partners Limited Partnership
Gratia Capital
Permanent Capital Management

View all funds holding Cadiz