Position in CSGP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$524,996
-$112,416 QoQ
Shares Held
18,538
+17.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#397
of 747 holders
Holding Since
Mar 2021
21 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, 2026NewEdge Wealth, LLC holds $2,413,007 across 4 Real Estate Services names. CSGP ranks #3 (21.8% of the industry book) .
All Filings in CSGP
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $524,996 | 18,538 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $637,412 | 15,801 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $874,725 | 13,009 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,223,871 | 14,506 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,114,359 | 26,298 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $630,908 | 7,963 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $693,778 | 9,691 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $350,041 | 4,640 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $486,960 | 5,041 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $371,145 | 4,247 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $630,344 | 8,198 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $953,101 | 10,709 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $786,680 | 11,426 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $805,798 | 10,427 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $726,588 | 10,432 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $691,815 | 11,452 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $686,482 | 10,306 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $814,483 | 10,306 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $886,934 | 10,306 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $625,291 | 7,550 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $620,526 | 755 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||