BSW Wealth Partners

Position in CBRE — Cbre Group, Inc.

CIK 1512601 BOULDER, CO

Position in CBRE

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$397,200

-$5,793 QoQ

Shares Held

2,949

-0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#698

of 1,064 holders

Holding Since

Sep 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

BSW Wealth Partners holds $397,200 across 1 Real Estate Services name. CBRE ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CBRE	Cbre Group, Inc. This page	2,949	$397,200

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$397,200	2,949	-0.9%	Shares	Sole	2026-07-15
2026-03-31	$402,993	2,975	-14.9%	Shares	Sole	2026-04-14
2025-12-31	$562,282	3,497	+0.8%	Shares	Sole	2026-01-23
2025-09-30	$546,733	3,470	+8.9%	Shares	Sole	2025-10-15
2025-06-30	$446,282	3,185	-1.0%	Shares	Sole	2025-07-18
2025-03-31	$420,719	3,217	+0.7%	Shares	Sole	2025-04-24
2024-12-31	$419,602	3,196	+1.9%	Shares	Sole	2025-01-22
2024-09-30	$390,493	3,137	-3.3%	Shares	Sole	2024-10-29
2024-06-30	$289,072	3,244	-6.6%	Shares	Sole	2024-07-16
2024-03-31	$337,714	3,473	-3.0%	Shares	Sole	2024-04-23
2023-12-31	$333,355	3,581	+0.1%	Shares	Sole	2024-01-25
2023-09-30	$264,197	3,577	-17.3%	Shares	Sole	2023-10-27
2023-06-30	$349,070	4,325	-0.5%	Shares	Sole	2023-08-11
2023-03-31	$316,505	4,347	-2.8%	Shares	Sole	2023-05-15
2022-12-31	$344,011	4,470	+85.5%	Shares	Sole	2023-02-14
2022-03-31	$220,563	2,410	-16.9%	Shares	Sole	2022-05-16
2021-12-31	$314,679	2,900	+38.1%	Shares	Sole	2022-02-14
2021-09-30	$204,456	2,100	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.