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SHELTON WEALTH MANAGEMENT, LLC: CBRE position timeline

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

SHELTON WEALTH MANAGEMENT, LLC held 9,598 CBRE shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,598 shares
    Change vs previous 13F -192 shares

    0.51% of the 13F portfolio, value $1,292,755.

    13F-HR 0001725547-26-000222 filed by SHELTON 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 9,790 shares
    Change vs previous 13F +858 shares

    0.58% of the 13F portfolio, value $1,326,153.

    13F-HR 0001725547-26-000164 filed by SHELTON 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 8,932 shares
    Change vs previous 13F +873 shares

    0.63% of the 13F portfolio, value $1,436,176.

    13F-HR 0001725547-26-000054 filed by SHELTON 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 8,059 shares
    Change vs previous 13F -50 shares

    0.59% of the 13F portfolio, value $1,269,776.

    13F-HR 0001725547-25-004105 filed by SHELTON 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 8,109 shares
    Change vs previous 13F +677 shares

    0.57% of the 13F portfolio, value $1,136,233.

    13F-HR 0001725547-25-003405 filed by SHELTON 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 7,432 shares
    Change vs previous 13F -228 shares

    0.56% of the 13F portfolio, value $971,957.

    13F-HR 0001725547-25-001425 filed by SHELTON 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 7,660 shares
    Change vs previous 13F +214 shares

    0.55% of the 13F portfolio, value $1,005,681.

    13F-HR 0001725547-25-000125 filed by SHELTON 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 7,446 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $926,878.

    13F-HR 0001725547-24-005961 filed by SHELTON WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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