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Avior Wealth Management, LLC: CBRE position timeline

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

Avior Wealth Management, LLC held 7,155 CBRE shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,155 shares
    Change vs previous 13F +2,233 shares

    0.03% of the 13F portfolio, value $963,707.

    13F-HR 0001754960-26-000402 filed by Avior 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 4,922 shares
    Change vs previous 13F +746 shares

    0.02% of the 13F portfolio, value $666,734.

    13F-HR 0001754960-26-000212 filed by Avior 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 4,176 shares
    Change vs previous 13F -301 shares

    0.02% of the 13F portfolio, value $671,459.

    13F-HR 0001754960-26-000005 filed by Avior 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 4,477 shares
    Change vs previous 13F -1,969 shares

    0.02% of the 13F portfolio, value $705,396.

    13F-HR 0001754960-25-000798 filed by Avior 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 6,446 shares
    Change vs previous 13F +5,979 shares

    0.03% of the 13F portfolio, value $903,214.

    13F-HR 0001754960-25-000419 filed by Avior 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 467 shares
    Change vs previous 13F -4,580 shares

    <0.01% of the 13F portfolio, value $61,074.

    13F-HR 0001754960-25-000218 filed by Avior 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 5,047 shares
    Change vs previous 13F -3,302 shares

    0.02% of the 13F portfolio, value $662,620.

    13F-HR 0001599868-25-000001 filed by Avior 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 8,349 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,039,283.

    13F-HR 0001599868-24-000011 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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