True Wealth Design, LLC

Position in CBRE — Cbre Group, Inc.

CIK 1966033 AKRON, OH

Position in CBRE

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$11,107

+$2,746 QoQ

Shares Held

+57.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Real Estate · as of Mar 31, 2026

True Wealth Design, LLC holds $72,331 across 18 Real Estate Services names. CBRE ranks #2 (15.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSGP	Costar Group, Inc.	756	$30,497
2	CBRE	Cbre Group, Inc. This page	82	$11,107
3	JLL	Jones Lang Lasalle Inc	33	$10,042
4	COMP	Compass, Inc.	994	$7,266
5	OPEN	Opendoor Technologies Inc.	1,086	$5,082
6	BEKE	KE Holdings Inc.	127	$1,901
7	KW	Kennedy-Wilson Holdings, Inc.	174	$1,882
8	FSV	FirstService Corp	11	$1,528

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,107	82	+57.7%	Shares	Sole	2026-04-13
2025-12-31	$8,361	52	+2.0%	Shares	Sole	2026-01-08
2025-09-30	$8,035	51	+27.5%	Shares	Sole	2025-10-21
2025-06-30	$5,604	40	+37.9%	Shares	Sole	2025-08-06
2025-03-31	$3,792	29	-82.8%	Shares	Sole	2025-05-13
2024-12-31	$22,188	169	+894.1%	Shares	Sole	2025-02-14
2024-09-30	$2,116	17	+30.8%	Shares	Sole	2024-11-14
2024-06-30	$1,158	13	-87.4%	Shares	Sole	2024-08-14
2024-03-31	$10,015	103	+1616.7%	Shares	Sole	2024-05-14
2023-12-31	$558	6	0.0%	Shares	Sole	2024-02-14
2023-09-30	$443	6	0.0%	Shares	Sole	2023-11-13
2023-06-30	$484	6	0.0%	Shares	Sole	2023-08-14
2023-03-31	$436	6	0.0%	Shares	Sole	2023-05-12
2022-12-31	$461	6	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.