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Disclosery

VANCE WEALTH, LLC: CBRE position timeline

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

VANCE WEALTH, LLC held 4,871 CBRE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,871 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $656,075.

    13F-HR 0001951757-26-001264 filed by VANCE WEALTH, 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 4,871 shares
    Change vs previous 13F -594 shares

    0.19% of the 13F portfolio, value $659,826.

    13F-HR 0001951757-26-000879 filed by VANCE WEALTH, 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/A 5,465 shares
    Change vs previous 13F -587 shares

    0.26% of the 13F portfolio, value $878,717.

    13F-HR/A 0001951757-26-000476 filed by VANCE WEALTH, 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 6,052 shares
    Change vs previous 13F -1,025 shares

    0.29% of the 13F portfolio, value $953,553.

    13F-HR 0001951757-25-001441 filed by VANCE WEALTH, 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 7,077 shares
    Change vs previous 13F +21 shares

    0.33% of the 13F portfolio, value $991,629.

    13F-HR 0001951757-25-001086 filed by VANCE WEALTH, 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 7,056 shares
    Change vs previous 13F -1,490 shares

    0.35% of the 13F portfolio, value $922,783.

    13F-HR 0001951757-25-000555 filed by VANCE WEALTH, 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 8,546 shares
    Change vs previous 13F -25 shares

    0.43% of the 13F portfolio, value $1,122,004.

    13F-HR 0001951757-25-000262 filed by VANCE WEALTH, 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 8,571 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,066,918.

    13F-HR 0001951757-24-001187 filed by VANCE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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