Position in CBRE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,983
-$29 QoQ
Shares Held
37
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#983
of 1,064 holders
Holding Since
Mar 2026
2 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, 2026United Financial Planning Group LLC holds $10,562 across 2 Real Estate Services names. CBRE ranks #2 (47.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JLL |
Jones Lang Lasalle Inc
|
18 | $5,579 | |
| 2 | CBRE |
Cbre Group, Inc.
This page
|
37 | $4,983 |
All Filings in CBRE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,983 | 37 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,012 | 37 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||