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Disclosery

AE Wealth Management LLC: CBRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on CBRE, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 17,589 CBRE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,589 shares
    Change vs previous 13F -202 shares

    0.01% of the 13F portfolio, value $2,369,128.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 17,791 shares
    Change vs previous 13F -1,736 shares

    0.01% of the 13F portfolio, value $2,410,036.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 19,527 shares
    Change vs previous 13F +1,596 shares

    0.02% of the 13F portfolio, value $3,139,705.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 17,931 shares
    Change vs previous 13F +792 shares

    0.02% of the 13F portfolio, value $2,825,152.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 17,139 shares
    Change vs previous 13F +885 shares

    0.02% of the 13F portfolio, value $2,401,453.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 16,254 shares
    Change vs previous 13F +418 shares

    0.02% of the 13F portfolio, value $2,125,698.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 15,836 shares
    Change vs previous 13F -427 shares

    0.02% of the 13F portfolio, value $2,079,108.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 16,263 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,024,419.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).