Smith Salley Wealth Management

Position in CBRE — Cbre Group, Inc.

CIK 1482012 GREENSBORO, NC

Position in CBRE

as of Mar 31, 2026 · filed Apr 16, 2026 Compact

Position Value

$1,877,746

-$162,839 QoQ

Shares Held

13,862

+9.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,877,746	13,862	+9.2%	Shares	Sole	2026-04-16
2025-12-31	$2,040,585	12,691	+26.3%	Shares	Sole	2026-01-27
2025-09-30	$1,583,793	10,052	+135.9%	Shares	Sole	2025-10-20
2025-06-30	$597,191	4,262	+64.0%	Shares	Sole	2025-07-17
2025-03-31	$339,766	2,598	+56.9%	Shares	Sole	2025-04-25
2024-12-31	$217,416	1,656	-13.9%	Shares	Sole	2025-01-15
2024-09-30	$239,375	1,923	-26.0%	Shares	Sole	2024-10-24
2024-06-30	$231,418	2,597	+15.0%	Shares	Sole	2024-07-29
2024-03-31	$219,567	2,258	-27.3%	Shares	Sole	2024-05-02
2023-12-31	$289,044	3,105	-21.5%	Shares	Sole	2024-01-24
2023-09-30	$292,264	3,957	-0.1%	Shares	Sole	2023-10-27
2023-06-30	$319,530	3,959	-2.4%	Shares	Sole	2023-08-04
2023-03-31	$295,317	4,056	-1.2%	Shares	Sole	2023-05-03
2022-12-31	$315,843	4,104	0.0%	Shares	Sole	2023-02-03
2022-09-30	$277,061	4,104	0.0%	Shares	Sole	2022-11-01
2022-06-30	$302,095	4,104	0.0%	Shares	Sole	2022-08-01
2022-03-31	$375,598	4,104	0.0%	Shares	Sole	2022-05-10
2021-12-31	$445,325	4,104	0.0%	Shares	Sole	2022-02-10
2021-09-30	$399,565	4,104	-16.9%	Shares	Sole	2021-11-05
2021-06-30	$423,334	4,938	-9.9%	Shares	Sole	2021-08-09
2021-03-31	$433,760	5,483	-6.3%	Shares	Sole	2021-04-30
2020-12-31	$366,974	5,851	0.0%	Shares	Sole	2021-01-28
2020-09-30	$274,821	5,851	-0.3%	Shares	Sole	2020-11-05
2020-06-30	$265,305	5,867	0.0%	Shares	Sole	2020-08-04
2020-03-31	$221,244	5,867	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.