SlateStone Wealth, LLC: CBRE position timeline

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

SlateStone Wealth, LLC held 2,178 CBRE shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

period ended2026-06-30
13F 2,178 shares
Change vs previous 13F +145 shares
0.02% of the 13F portfolio, value $293,000.
13F-HR 0001764049-26-000007 filed by SlateStone Wealth, LLC
Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 2,033 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $275,000.
13F-HR 0001764049-26-000005 filed by SlateStone Wealth, LLC
Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).