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Disclosery

Florida Trust Wealth Management Co: CBRE position timeline

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

Florida Trust Wealth Management Co held 196,875 CBRE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 196,875 shares
    Change vs previous 13F -5,834 shares

    0.66% of the 13F portfolio, value $26,517,093.

    13F-HR 0001651023-26-000004 filed by Florida Trust Wealth Management Co
    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 202,709 shares
    Change vs previous 13F -1,953 shares

    0.77% of the 13F portfolio, value $27,458,961.

    13F-HR 0001651023-26-000002 filed by Florida Trust Wealth Management Co
    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 204,662 shares
    Change vs previous 13F -4,950 shares

    0.91% of the 13F portfolio, value $32,907,603.

    13F-HR 0001651023-26-000001 filed by Florida Trust Wealth Management Co
    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 209,612 shares
    Change vs previous 13F -875 shares

    0.94% of the 13F portfolio, value $33,026,467.

    13F-HR 0001651023-25-000007 filed by Florida Trust Wealth Management Co
    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 210,487 shares
    Change vs previous 13F -2,401 shares

    0.91% of the 13F portfolio, value $29,493,438.

    13F-HR 0001651023-25-000006 filed by Florida Trust Wealth Management Co
    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 212,888 shares
    Change vs previous 13F -4,525 shares

    0.9% of the 13F portfolio, value $27,841,493.

    13F-HR 0001651023-25-000002 filed by Florida Trust Wealth Management Co
    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 217,413 shares
    Change vs previous 13F -4,468 shares

    0.91% of the 13F portfolio, value $28,544,153.

    13F-HR 0001651023-25-000001 filed by Florida Trust Wealth Management Co
    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 221,881 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $27,619,747.

    13F-HR 0001651023-24-000006 filed by Florida Trust Wealth Management Co
    Filed (acceptance time not in the bulk data set), ingested

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