CSGP β€” COSTAR GROUP INC

Ownership history in Independent Advisor Alliance  Β·  19 quarters on record

AI Ownership Summary

Independent Advisor Alliance reported COSTAR GROUP INC (CSGP) in 19 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.02% in 2024 Q1. The latest visible filing shows CSGP at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CSGP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Independent Advisor Alliance's position in COSTAR GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CSGP was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Independent Advisor Alliance held CSGP β€” position size vs. price
% of Fund (quarterly)    CSGP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 3,716 -116 -3.0% 0.01% $314K 2025-11-04 $69.79
2025 Q2 REDUCED 3,832 -226 -5.6% 0.01% $308K 2025-08-11 $92.50
2025 Q1 ADDED 4,058 +700 +20.8% 0.01% $322K 2025-05-12 $75.38
2024 Q4 REDUCED 3,358 -1,320 -28.2% 0.00% $240K 2025-02-07 $77.25
2024 Q2 REDUCED 4,678 -371 -7.3% 0.01% $347K 2024-08-12 $72.03
2024 Q1 ADDED 5,049 +294 +6.2% 0.02% $488K 2024-05-08 $90.32
2023 Q4 REDUCED 4,755 -278 -5.5% 0.01% $416K 2024-02-08 $81.77
12 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding CSGP

As of 2026 Q1 β€” sorted by position size

Marex Group plc 0.01% Hilltop National Bank 0.0% Aspect Partners, LLC 0.0%

FAQ About Independent Advisor Alliance and CSGP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Independent Advisor Alliance reported owning CSGP?

Independent Advisor Alliance reported CSGP across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported CSGP position in Independent Advisor Alliance's portfolio?

The largest reported portfolio weight for CSGP was 0.02% in 2024 Q1.

What is the latest reported CSGP position on this page?

The most recent filing on this page is 2025 Q3, when Independent Advisor Alliance reported 3,716 shares, equal to 0.01% of portfolio, with an estimated market value of $314K.

What does the chart on this CSGP ownership page compare?

The chart compares Independent Advisor Alliance's quarterly CSGP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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