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Atlantic Edge Private Wealth Management, LLC: CBRE position timeline

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

Atlantic Edge Private Wealth Management, LLC held 11,280 CBRE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,280 shares
    Change vs previous 13F -205 shares

    0.31% of the 13F portfolio, value $1,519,304.

    13F-HR 0002011145-26-000003 filed by Atlantic Edge Private 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 11,485 shares
    Change vs previous 13F -151 shares

    0.38% of the 13F portfolio, value $1,555,759.

    13F-HR 0002011145-26-000002 filed by Atlantic Edge Private 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 11,636 shares
    Change vs previous 13F +355 shares

    0.47% of the 13F portfolio, value $1,870,890.

    13F-HR 0002011145-26-000001 filed by Atlantic Edge Private 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 11,281 shares
    Change vs previous 13F +145 shares

    0.46% of the 13F portfolio, value $1,777,374.

    13F-HR 0002011145-25-000007 filed by Atlantic Edge Private 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 11,136 shares
    Change vs previous 13F -4,455 shares

    0.43% of the 13F portfolio, value $1,560,322.

    13F-HR 0002011145-25-000005 filed by Atlantic Edge Private 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 15,591 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $2,038,941.

    13F-HR 0002011145-25-000004 filed by Atlantic Edge Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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