Position in CBRE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$397,470
-$2,272 QoQ
Shares Held
2,951
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
6.67%
of 13F equity value
Holder Rank
#697
of 1,064 holders
Holding Since
Dec 2024
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, 2026BCO Wealth Management LLC holds $397,470 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
|
2,951 | $397,470 |
All Filings in CBRE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $397,470 | 2,951 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $399,742 | 2,951 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $474,491 | 2,951 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $465,747 | 2,956 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $414,194 | 2,956 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $364,222 | 2,785 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $365,642 | 2,785 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||