Position in CSGP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$204,385
-$98,689 QoQ
Shares Held
7,217
-3.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#536
of 749 holders
Holding Since
Sep 2022
13 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, 2026Icon Wealth Advisors, LLC holds $204,385 across 1 Real Estate Services name. CSGP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSGP |
Costar Group, Inc.
This page
|
7,217 | $204,385 |
All Filings in CSGP
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,385 | 7,217 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $303,074 | 7,513 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,176,632 | 17,499 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,009,946 | 23,823 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,319,620 | 28,851 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,776,257 | 22,419 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,743,860 | 24,359 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $295,573 | 3,918 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $361,210 | 4,872 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $562,405 | 5,822 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $912,613 | 10,443 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $1,115,073 | 14,429 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,062,092 | 15,249 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||