VANCE WEALTH, LLC

Position in CBRE — Cbre Group, Inc.

CIK 1910854 SANTA CLARITA, CA

Position in CBRE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$656,074

-$3,751 QoQ

Shares Held

4,871

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#613

of 1,064 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

VANCE WEALTH, LLC holds $656,074 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	4,871	$656,074

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$656,074	4,871	0.0%	Shares	Sole	2026-08-14
2026-03-31	$659,825	4,871	-19.5%	Shares	Sole	2026-05-15
2025-09-30	$953,553	6,052	-14.5%	Shares	Defined	2025-11-14
2025-06-30	$991,629	7,077	+0.3%	Shares	Defined	2025-08-13
2025-03-31	$922,783	7,056	-17.4%	Shares	Defined	2025-05-14
2024-12-31	$1,122,004	8,546	-0.3%	Shares	Defined	2025-02-14
2024-09-30	$1,066,918	8,571	-10.3%	Shares	Defined	2024-11-08
2024-06-30	$851,802	9,559	+0.1%	Shares	Sole	2024-08-02
2024-03-31	$928,836	9,552	-34.0%	Shares	Sole	2024-04-30
2023-12-31	$1,348,222	14,483	+0.0%	Shares	Sole	2024-02-05
2023-09-30	$1,069,566	14,481	0.0%	Shares	Sole	2023-11-03
2023-06-30	$1,168,761	14,481	0.0%	Shares	Sole	2023-08-02
2023-03-31	$1,054,361	14,481	0.0%	Shares	Sole	2023-05-10
2022-12-31	$1,114,457	14,481	0.0%	Shares	Sole	2023-01-27
2022-09-30	$977,612	14,481	0.0%	Shares	Sole	2022-10-31
2022-06-30	$1,065,946	14,481	0.0%	Shares	Sole	2022-08-09
2022-03-31	$1,325,301	14,481	-0.5%	Shares	Sole	2022-05-13
2021-12-31	$1,578,929	14,551	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.