Position in CSGP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,152
-$21,769 QoQ
Shares Held
76
-87.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#670
of 748 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSGP Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Heritage Wealth Advisors holds $74,068 across 4 Real Estate Services names. CSGP ranks #3 (2.9% of the industry book) .
All Filings in CSGP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,152 | 76 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $23,921 | 593 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,110 | 76 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,412 | 76 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,110 | 76 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,021 | 76 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,440 | 76 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,733 | 76 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,634 | 76 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $7,341 | 76 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $6,641 | 76 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $5,843 | 76 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $67,195 | 755 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $51,981 | 755 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $123,725 | 1,601 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $5,293 | 76 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $4,591 | 76 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $6,061 | 91 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $7,191 | 91 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $6,884 | 80 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $6,625 | 80 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $6,575 | 8 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $7,394 | 8 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $6,788 | 8 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $5,685 | 8 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $2,936 | 5 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||