Abound Wealth Management

Position in CBRE — Cbre Group, Inc.

CIK 1950323 FRANKLIN, TN

Position in CBRE

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$8,889

-$6,553 QoQ

Shares Held

-42.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#958

of 1,064 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Abound Wealth Management holds $202,743 across 6 Real Estate Services names. CBRE ranks #3 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COMP	Compass, Inc.	12,768	$157,429
2	CSGP	Costar Group, Inc.	1,272	$36,023
3	CBRE	Cbre Group, Inc. This page	66	$8,889
4	CWK	Cushman & Wakefield Ltd.	14	$187
5	BEKE	KE Holdings Inc.	10	$145
6	AGNT	AGNT, Inc.	13	$70

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,889	66	-42.1%	Shares	Sole	2026-07-10
2026-03-31	$15,442	114	+26.7%	Shares	Sole	2026-04-10
2025-12-31	$14,471	90	0.0%	Shares	Sole	2026-01-12
2025-09-30	$14,180	90	+2.3%	Shares	Sole	2025-10-10
2025-06-30	$12,330	88	0.0%	Shares	Sole	2025-07-14
2025-03-31	$11,508	88	-12.0%	Shares	Sole	2025-04-17
2024-12-31	$13,129	100	-9.9%	Shares	Sole	2025-01-13
2024-09-30	$13,817	111	+37.0%	Shares	Sole	2024-11-04
2024-06-30	$7,217	81	-4.7%	Shares	Sole	2024-08-09
2024-03-31	$8,265	85	0.0%	Shares	Sole	2024-08-08
2023-12-31	$7,912	85	-4.5%	Shares	Sole	2024-08-08
2023-09-30	$6,573	89	+27.1%	Shares	Sole	2024-08-08
2023-06-30	$5,649	70	+29.6%	Shares	Sole	2024-08-08
2023-03-31	$3,931	54	0.0%	Shares	Sole	2024-08-07
2022-12-31	$4,155	54	-50.9%	Shares	Sole	2024-08-07
2022-09-30	$7,426	110	—	Shares	Sole	2024-08-07
No filing history on record for this holder in this stock.