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SOA Wealth Advisors, LLC.: CBRE position timeline

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

SOA Wealth Advisors, LLC. held 935 CBRE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 935 shares
    Change vs previous 13F -300 shares

    0.02% of the 13F portfolio, value $125,935.

    13F-HR 0001376474-26-000503 filed by SOA Wealth Advisors, 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 1,235 shares
    Change vs previous 13F +300 shares

    0.03% of the 13F portfolio, value $167,293.

    13F-HR 0001376474-26-000388 filed by SOA Wealth Advisors, 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 935 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $150,339.

    13F-HR 0001376474-26-000055 filed by SOA Wealth Advisors, 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 935 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $147,319.

    13F-HR 0001376474-25-000852 filed by SOA Wealth Advisors, 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 935 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $131,012.

    13F-HR 0001376474-25-000638 filed by SOA Wealth Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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