Position in CSGP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$724,142
-$65,553 QoQ
Shares Held
25,570
+30.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#349
of 747 holders
Holding Since
Dec 2024
7 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $2,339,676 across 4 Real Estate Services names. CSGP ranks #1 (31.0% of the industry book) .
All Filings in CSGP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $724,142 | 25,570 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $789,695 | 19,576 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $321,877 | 4,787 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $428,346 | 5,077 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $463,345 | 5,763 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $500,416 | 6,316 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $448,224 | 6,261 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||