Position in CSGP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,020,830
-$660,045 QoQ
Shares Held
71,357
+7.4% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#240
of 747 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSGP Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026HB Wealth Management, LLC holds $10,396,235 across 5 Real Estate Services names. CSGP ranks #3 (19.4% of the industry book) .
All Filings in CSGP
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,020,830 | 71,357 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,680,875 | 66,457 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,962,580 | 73,804 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $6,487,968 | 76,899 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,601,854 | 57,237 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $6,075,831 | 76,686 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $328,669 | 4,591 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $457,845 | 6,069 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $450,400 | 6,075 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $725,369 | 7,509 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $619,769 | 7,092 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $477,102 | 6,205 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $447,848 | 5,032 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $329,171 | 4,781 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $405,642 | 5,249 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $319,345 | 4,585 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $247,620 | 4,099 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $207,090 | 3,109 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $202,316 | 2,560 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||