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Sendero Wealth Management, LLC: CBRE position timeline

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

Sendero Wealth Management, LLC held 29,488 CBRE shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,488 shares
    Change vs previous 13F -431 shares

    0.4% of the 13F portfolio, value $3,971,740.

    13F-HR 0001639375-26-000013 filed by Sendero 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 29,919 shares
    Change vs previous 13F -5,116 shares

    0.45% of the 13F portfolio, value $4,052,829.

    13F-HR 0001639375-26-000008 filed by Sendero 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 35,035 shares
    Change vs previous 13F -3,131 shares

    0.62% of the 13F portfolio, value $5,633,279.

    13F-HR 0001639375-26-000002 filed by Sendero 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 38,166 shares
    Change vs previous 13F -13,101 shares

    0.7% of the 13F portfolio, value $6,013,436.

    13F-HR 0001639375-25-000009 filed by Sendero 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/A 51,267 shares
    Change vs previous 13F -608 shares

    0.9% of the 13F portfolio, value $7,183,533.

    13F-HR/A 0001639375-25-000007 filed by Sendero 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 51,875 shares
    Change vs previous 13F -3,583 shares

    0.94% of the 13F portfolio, value $6,784,213.

    13F-HR 0001639375-25-000003 filed by Sendero 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 55,458 shares
    Change vs previous 13F -22,358 shares

    1.08% of the 13F portfolio, value $7,281,081.

    13F-HR 0001639375-25-000002 filed by Sendero 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 77,816 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $9,686,537.

    13F-HR 0001639375-24-000006 filed by Sendero Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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