Position in CSGP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$959,914
+$159,937 QoQ
Shares Held
33,896
+70.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#310
of 747 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, 2026AE Wealth Management LLC holds $3,410,233 across 3 Real Estate Services names. CSGP ranks #2 (28.1% of the industry book) .
All Filings in CSGP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $959,914 | 33,896 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $799,977 | 19,831 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,648,182 | 24,512 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $2,332,490 | 27,646 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $2,302,733 | 28,641 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $2,501,287 | 31,570 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $2,692,354 | 37,608 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,842,125 | 37,674 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $3,294,408 | 44,435 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $4,376,655 | 45,307 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $15,728,015 | 179,975 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $14,864,913 | 193,327 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $16,532,551 | 185,759 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $12,509,563 | 181,693 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $14,399,273 | 186,326 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $13,414,172 | 192,594 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $12,268,787 | 203,092 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $13,768,153 | 206,698 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $15,491,065 | 196,015 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $17,854,265 | 207,463 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $15,330,893 | 185,111 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $14,039,524 | 17,082 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $10,245,643 | 11,085 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $6,478,373 | 7,635 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $3,514,973 | 4,946 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,070,483 | 1,823 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||