Position in CBRE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$718,032
-$27,946 QoQ
Shares Held
5,331
-3.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#592
of 1,064 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Meridian Wealth Management, LLC holds $718,032 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
|
5,331 | $718,032 |
All Filings in CBRE
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $718,032 | 5,331 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $745,978 | 5,507 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $898,012 | 5,585 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $854,132 | 5,421 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $678,180 | 4,840 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $673,517 | 5,150 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $681,657 | 5,192 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $637,462 | 5,121 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $446,886 | 5,015 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $466,753 | 5,014 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $381,117 | 5,160 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $416,463 | 5,160 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $377,519 | 5,185 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $411,120 | 5,342 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $393,583 | 5,830 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $463,006 | 6,290 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $575,660 | 6,290 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $928,303 | 8,555 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $644,523 | 6,620 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $546,100 | 6,370 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $503,930 | 6,370 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $399,526 | 6,370 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $305,539 | 6,505 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $291,895 | 6,455 | Shares | Sole | 2020-07-15 | |
| No filing history on record for this holder in this stock. | ||||||