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Kestra Advisory Services, LLC: CBRE position timeline

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

Kestra Advisory Services, LLC held 8,551 CBRE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,551 shares
    Change vs previous 13F +1,446 shares

    <0.01% of the 13F portfolio, value $1,151,709.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,463 shares
    • Kestra Advisory Services, LLC: 4,088 shares

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

  2. period ended2026-03-31
    13F 7,105 shares
    Change vs previous 13F -10,054 shares

    <0.01% of the 13F portfolio, value $962,417.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,472 shares
    • Kestra Advisory Services, LLC: 4,633 shares

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

  3. period ended2025-12-31
    13F 17,159 shares
    Change vs previous 13F -96,831 shares

    0.01% of the 13F portfolio, value $2,758,884.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,515 shares
    • Kestra Advisory Services, LLC: 12,644 shares

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

  4. period ended2025-09-30
    13F 113,990 shares
    Change vs previous 13F +98,036 shares

    0.06% of the 13F portfolio, value $17,960,155.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,463 shares
    • Kestra Advisory Services, LLC: 111,527 shares

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

  5. period ended2025-06-30
    13F 15,954 shares
    Change vs previous 13F -1,713 shares

    0.01% of the 13F portfolio, value $2,235,475.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,523 shares
    • Kestra Advisory Services, LLC: 13,431 shares

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

  6. period ended2025-03-31
    13F/A 17,667 shares
    Change vs previous 13F -4,261 shares

    0.01% of the 13F portfolio, value $2,310,491.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,693 shares
    • Kestra Advisory Services, LLC: 14,974 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 21,928 shares
    Change vs previous 13F +6,474 shares

    0.01% of the 13F portfolio, value $2,878,927.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,428 shares
    • Kestra Advisory Services, LLC: 15,593 shares
    • Kestra Investment Management, LLC: 907 shares

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

  8. period ended2024-09-30
    13F 15,454 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,923,764.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,469 shares
    • Kestra Advisory Services, LLC: 12,985 shares

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