Position in CBRE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$362,585
-$460,875 QoQ
Shares Held
2,692
-55.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#716
of 1,064 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Spire Wealth Management holds $1,041,384 across 4 Real Estate Services names. CBRE ranks #2 (34.8% of the industry book) .
All Filings in CBRE
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $362,585 | 2,692 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $823,460 | 6,079 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $736,739 | 4,582 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $545,314 | 3,461 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $614,566 | 4,386 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,178,066 | 9,008 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,244,760 | 9,481 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $752,232 | 6,043 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $26,554 | 298 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $32,186 | 331 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $30,254 | 325 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $23,709 | 321 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $24,939 | 309 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $21,915 | 301 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $20,548 | 267 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $17,620 | 261 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $24,438 | 332 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $9,836,386 | 107,478 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $11,984,386 | 110,445 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $10,168,570 | 104,443 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $8,247,140 | 96,199 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $7,357,704 | 93,006 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||