Pinnacle Wealth Planning Services, Inc.

Position in CBRE — Cbre Group, Inc.

CIK 1726752 MANSFIELD, OH

Position in CBRE

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$362,720

+$9,983 QoQ

Shares Held

2,693

+3.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#716

of 1,069 holders

Holding Since

Dec 2020

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Pinnacle Wealth Planning Services, Inc. holds $618,011 across 15 Real Estate Services names. CBRE ranks #1 (58.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBRE	Cbre Group, Inc. This page	2,693	$362,720
2	CWK	Cushman & Wakefield Ltd.	4,454	$59,639
3	NMRK	Newmark Group, Inc.	3,376	$51,011
4	CSGP	Costar Group, Inc.	1,065	$30,160
5	FSV	FirstService Corp	212	$30,127
6	RMR	Rmr Group Inc.	1,260	$25,867
7	BEKE	KE Holdings Inc.	1,700	$24,701
8	JLL	Jones Lang Lasalle Inc	37	$11,468

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$362,720	2,693	+3.4%	Shares	Sole	2026-08-07
2026-03-31	$352,737	2,604	-3.4%	Shares	Sole	2026-05-11
2025-12-31	$433,489	2,696	+1.1%	Shares	Sole	2026-02-13
2025-09-30	$420,212	2,667	+1.3%	Shares	Sole	2025-11-13
2025-06-30	$368,935	2,633	+27.3%	Shares	Sole	2025-08-11
2025-03-31	$270,583	2,069	+1.5%	Shares	Sole	2025-05-15
2024-12-31	$267,700	2,039	-12.0%	Shares	Sole	2025-02-27
2024-09-30	$288,544	2,318	+17.5%	Shares	Sole	2024-11-13
2021-12-31	$214,090	1,973	+28.0%	Shares	Sole	2022-01-21
2020-12-31	$96,714	1,542	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.