Position in CSGP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$991
-$8,422 QoQ
Shares Held
35
-75.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#699
of 747 holders
Holding Since
Dec 2024
6 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, 2026Physician Wealth Advisors, Inc. holds $42,640 across 7 Real Estate Services names. CSGP ranks #4 (2.3% of the industry book) .
All Filings in CSGP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $991 | 35 | Shares | Sole | 2026-07-20 | |
| 2025-12-31 | $9,413 | 140 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $11,052 | 131 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,125 | 14 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $713 | 9 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $644 | 9 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||