Position in CSGP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$39,472
-$262,955 QoQ
Shares Held
1,394
-81.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#573
of 753 holders
Holding Since
Dec 2024
7 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, 2026Ascentis Wealth Management, LLC holds $330,629 across 3 Real Estate Services names. CSGP ranks #2 (11.9% of the industry book) .
All Filings in CSGP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,472 | 1,394 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $302,427 | 7,497 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $149,521 | 2,224 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $290,469 | 3,443 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $253,081 | 3,148 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $206,613 | 2,608 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $178,024 | 2,487 | Shares | Sole | 2025-01-10 | |
| No filing history on record for this holder in this stock. | ||||||