Position in CBRE
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$13,603
+$735 QoQ
Shares Held
101
+6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#936
of 1,063 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Dogwood Wealth Management LLC holds $22,741 across 3 Real Estate Services names. CBRE ranks #1 (59.8% of the industry book) .
All Filings in CBRE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,603 | 101 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $12,868 | 95 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $20,259 | 126 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $15,913 | 101 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $13,591 | 97 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $523 | 4 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $4 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $3 | 0 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $3 | 0 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $5 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||