Position in CBRE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$3,232
-$19 QoQ
Shares Held
24
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,002
of 1,064 holders
Holding Since
Dec 2022
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Beaird Harris Wealth Management, LLC holds $88,702 across 2 Real Estate Services names. CBRE ranks #2 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OPEN |
Opendoor Technologies Inc.
|
18,500 | $85,470 | |
| 2 | CBRE |
Cbre Group, Inc.
This page
|
24 | $3,232 |
All Filings in CBRE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,232 | 24 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $3,251 | 24 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,858 | 24 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $5,041 | 32 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,503 | 25 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $915 | 7 | Shares | Sole | 2025-05-15 | |
| 2022-12-31 | $1,231 | 16 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||