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Disclosery

BSW Wealth Partners: CBRE position timeline

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

BSW Wealth Partners held 2,949 CBRE shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,949 shares
    Change vs previous 13F -26 shares

    0.04% of the 13F portfolio, value $397,201.

    13F-HR 0001512601-26-000007 filed by BSW Wealth Partners
    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 2,975 shares
    Change vs previous 13F -522 shares

    0.05% of the 13F portfolio, value $402,994.

    13F-HR 0001512601-26-000005 filed by BSW Wealth Partners
    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 3,497 shares
    Change vs previous 13F +27 shares

    0.07% of the 13F portfolio, value $562,283.

    13F-HR 0001512601-26-000003 filed by BSW Wealth Partners
    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 3,470 shares
    Change vs previous 13F +285 shares

    0.07% of the 13F portfolio, value $546,734.

    13F-HR 0001512601-25-000013 filed by BSW Wealth Partners
    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 3,185 shares
    Change vs previous 13F -32 shares

    0.06% of the 13F portfolio, value $446,282.

    13F-HR 0001512601-25-000009 filed by BSW Wealth Partners
    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 3,217 shares
    Change vs previous 13F +21 shares

    0.06% of the 13F portfolio, value $420,719.

    13F-HR 0001512601-25-000007 filed by BSW Wealth Partners
    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 3,196 shares
    Change vs previous 13F +59 shares

    0.06% of the 13F portfolio, value $419,603.

    13F-HR 0001512601-25-000003 filed by BSW Wealth Partners
    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 3,137 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $390,494.

    13F-HR 0001512601-24-000017 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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