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Disclosery

Rockbridge Asset Management LLC: CBRE position timeline

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

Rockbridge Asset Management LLC held 11,295 CBRE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,295 shares
    Change vs previous 13F -27 shares

    1% of the 13F portfolio, value $1,521,324.

    13F-HR 0002056320-26-000008 filed by Rockbridge Asset 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 11,322 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $1,533,678.

    13F-HR 0002056320-26-000006 filed by Rockbridge Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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