ACTION POINT FINANCIAL PLANNING, LLC
Position in CBRE — Cbre Group, Inc.
CIK 2116119
GRAND RAPIDS, MI
Position in CBRE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$21,677
New position
Shares Held
161
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#913
of 1,064 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Real Estate Services
Real Estate · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $58,330 across 11 Real Estate Services names. CBRE ranks #1 (37.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
161 | $21,677 | |
| 2 | JLL |
Jones Lang Lasalle Inc
|
47 | $14,562 | |
| 3 | FSV |
FirstService Corp
|
44 | $6,251 | |
| 4 | CIGI |
Colliers International Group Inc.
|
48 | $4,499 | |
| 5 | BEKE |
KE Holdings Inc.
|
180 | $2,614 | |
| 6 | COMP |
Compass, Inc.
|
202 | $2,488 | |
| 7 | CSGP |
Costar Group, Inc.
|
72 | $2,038 | |
| 8 | CWK |
Cushman & Wakefield Ltd.
|
134 | $1,792 |
All Filings in CBRE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,677 | 161 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||