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Focus Partners Wealth: CBRE position timeline

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

Focus Partners Wealth held 164,225 CBRE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 164,225 shares
    Change vs previous 13F +19,791 shares

    0.02% of the 13F portfolio, value $22,119,549.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 158,812 shares
    • Focus Partners Advisor Solutions, LLC: 5,413 shares

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

  2. period ended2026-03-31
    13F 144,434 shares
    Change vs previous 13F +5,542 shares

    0.02% of the 13F portfolio, value $19,652,283.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 142,137 shares
    • Focus Partners Advisor Solutions, LLC: 2,297 shares

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

  3. period ended2025-12-31
    13F 138,892 shares
    Change vs previous 13F +119,480 shares

    0.02% of the 13F portfolio, value $22,332,795.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 137,341 shares
    • Focus Partners Advisor Solutions, LLC: 1,551 shares

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

  4. period ended2025-09-30
    13F 19,412 shares
    Change vs previous 13F -2,576 shares

    <0.01% of the 13F portfolio, value $3,031,557.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 17,134 shares
    • Focus Partners Advisor Solutions, LLC: 2,278 shares

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

  5. period ended2025-06-30
    13F 21,988 shares
    Change vs previous 13F -6,923 shares

    0.01% of the 13F portfolio, value $3,080,424.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 19,117 shares
    • Focus Partners Advisor Solutions, LLC: 2,871 shares

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

  6. period ended2025-03-31
    13F/A 28,911 shares
    Change vs previous 13F +5,440 shares

    0.01% of the 13F portfolio, value $3,781,092.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 25,820 shares
    • Focus Partners Advisor Solutions, LLC: 3,091 shares

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

  7. period ended2024-12-31
    13F/A 23,471 shares
    Change vs previous 13F +2,512 shares

    0.01% of the 13F portfolio, value $3,076,714.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    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 20,959 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,608,978.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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