Position in CSGP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$823,658
-$571,500 QoQ
Shares Held
29,084
-15.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#328
of 747 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in CSGP Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $3,451,747 across 3 Real Estate Services names. CSGP ranks #2 (23.9% of the industry book) .
All Filings in CSGP
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $823,658 | 29,084 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,395,158 | 34,585 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $737,690 | 10,971 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $996,409 | 11,810 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $918,087 | 11,419 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $921,365 | 11,629 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $691,058 | 9,653 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $201,726 | 2,674 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $218,119 | 2,942 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $278,208 | 2,880 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $246,265 | 2,818 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $217,752 | 2,832 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $247,776 | 2,784 | Shares | Defined | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||